Planning

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Making the most of your money

This tool will help you think about if your money is working hard enough for you and what paths you could take to achieve your goals.

Get a snapshot

Check whether you’re on track to meet any financial targets you may have

Explore your options

Discover what steps you could take to improve your future position

It only takes around five minutes.

You may find it useful to have details of your savings and investment balances close by before you begin.

Use this tool

Are you ready to start planning your future wealth?

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Starting early

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Starting early

Strengthen your finances by building a strong foundation

Track your cash

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Track your cash

Keep on top of what you spend

Understanding the impacts of inflation

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Understanding the impacts of inflation

We help explain the key impacts of inflation

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 8am to 9pm and 9:30am to 7:00pm on Saturday. 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.

* Lines are open 8am to 6pm, Monday to Friday and Saturdays 9am to 2pm (excluding public holidays).
To help us continue our service, and in the interest of security, we may monitor and/or record your call.