Financial Planning Centre
It’s never too early to start planning the future you want. The Financial Planning
Centre brings all your options into one place – so it’s easy to find what you need.
Savings, home-buying, pensions and more. Expand the section below to find what you need.
Whatever stage of life you’re at – nearing retirement, already retired or just starting to think about it – we can help you make the most of your pension options.
Pensions are a long-term investment. The retirement benefits you receive from your pension plan will depend on a number of factors including the value of your plan, and when you decide to draw down on this. Remember, the value of your pensions can go up as well as down, and can fall below the amount(s) paid in.
Find the “Approaching Retirement” brochure and read more about important topics such as what your retirement options are, accessing your pension, preparing for spending shifts and lots more.
Courtesy of the pension experts at Scottish Widows.
Transfer your pensions
It's easy to lose track of different pensions pots. Consolidating your pensions and bringing them together can make them easy to manage, and save you time and charges.
Home and Mortgages
Home has never been so important. Whether you’re renting, want to buy a property or make some improvements, we’re here to help.
You could lose your home if you don't keep up with mortgage repayments.
Expert advice for you, every step of the way. Wealth management and financial advice from our partners at Schroders Personal Wealth.
How to talk to an expert
Speak to a Schroders Personal Wealth Adviser, from the comfort of your own home. It’s easy to do via our video online chat or by phone. Book your free, no obligation appointment today.
Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628. Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.