Life events

You currently have JavaScript disabled in your browser. Please enable it to make full use of My plan.

What's happening in your life?

Health & family

Health & family

Planning your children's future

Prepare your finances to give your newborn the best start in life

Dealing with bereavement

Get help sorting out the finances of the one you have just lost

Getting married

Finance your dream wedding and manage your finances as a partnership

Passing on your wealth

Plan how you’ll leave your estate to your loved ones

Protecting what matters

Protect your income and safeguard your family and lifestyle

Dealing with separation

At HSBC, we want to provide you with the help and support you need to manage your finances

Power of Attorney

Helping someone look after their finances

Home & lifestyle

Home & lifestyle

Moving abroad

Smoothly transfer your existing UK banking relationship abroad

Settling in the UK

Set up your finances so you can quickly settle into life in the UK

Buying your first home

See what costs you need to consider when buying your first home

Going to University

Find out how the HSBC Student account can help you with your university life

Work & retirement

Work & retirement

Planning your retirement

Work towards retirement with a plan that ensures you stay on track for your goals

Becoming more tax-efficient

Make sure you're not paying more tax than you need to

Owning your own business

Discover if your business could actively fund your retirement

Growing your wealth

See how an organised approach to money may help grow your wealth

Enjoying your retirement

Make sure your money is working for you in retirement

Helping you get started


Financial health check

Three quick steps to find out your financial health

My Plan


My Plan

Save the content you like from our site – all in one place


Individual Review

Book your appointment for an Individual Review today


Planning your children's future

Giving them a great start in life

Growing your wealth

Making the most of your money

Planning your retirement

Getting the retirement you've dreamed of

Living in retirement

Enjoying the fruits of your labour

Need financial advice?

We can help give you expert advice for your individual circumstances.

See how we can help

Need to talk to us?

To discuss options or book an appointment:

0800 032 4710

Our opening hours are Monday to Friday 9am to 6pm (excluding public holidays). Calls may be monitored or recorded.

Everyone's circumstances are different and what applies to one person may not be right for someone else. The suggestions above are based on a general assumption of each circumstance and they are not intended to provide advice or recommendation.