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Useful tools and tips that could help you plan your finances.
Helpful information for setting your financial goals.
Our handy tools and information can help you plan your finances. Expand the section below and refine your search based on your individual needs.
It’s easy to lose focus on future plans when your life’s busy, but there’s no better time than the present to think about your future. Whether you’re close to retiring, far from it, or already there, together with our pensions expert Scottish Widows we could help you.
Starting a pension pot as soon as you can is a very good idea. Even putting a small amount of money away each month can make a big difference to your future.
Most of us have quite a few different jobs over our working life which means different pension pots in different places. Bringing your pensions together can make them easy to manage. You could also save money.
If you’re worried coronavirus may have impacted your pensions or investments, our pensions experts Scottish Widows can explain more. 
Check overpayments and tax options with handy tools from our pensions expert Scottish Widows.
To help get the UK planning for a changing future, our pensions expert Scottish Widows has partnered with Channel 4 for Pension Awareness Day 2020.
Take a look at your future self and find out what age you could retire with this fun tool from our pensions expert Scottish Widows.
For over 200 years our pensions expert Scottish Widows has guided people through good times and bad, take a look at their videos and articles on how to plan for your future.
Savings accounts are an easy way to keep your money safe. Although they’re low risk, your returns can be affected by changing interest rates. So you might want to think about investing your money as an option instead. Investments carry a higher level of risk, but could help your money to grow faster.
Remember: When investing, your capital is at risk. If you are unsure about investing, seek independent advice. Tax treatment is subject to your individual circumstances and is subject to change in the future.
Manage your own investment portfolio or select a risk level and let us do it for you. We have a wide range of options to suit all levels of investment experience.
Do you think you’re nearly ready to invest? Our 5 step guide can help you get going on your investment plans and goals.
Research is key and when the stock market is volatile, it’s essential. Our handy checklist of things to ask yourself before investing can help.
Want to know about fees? Take a look at our investment charges and see how we compare.
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.