Financial Future Planner

Plan ahead with confidence wherever you are in your life's journey.

Refine your options by choosing from our range of products.

Tools and tips which could help you plan your finances.

Information to help you set your financial goals.

Refine financial planning

Savings and Investments

Savings accounts offer a low-risk, safe and accessible way for you to look after your money. However, if interest rates reduce, your returns may be affected. If you are looking for a higher return on your money – you might want to consider investing. There is a higher level of risk involved, but it could help your money grow faster.

Remember: When investing your capital is at risk. If you are unsure about investing, seek independent advice. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Your retirement resources

When you’re living a busy life, it’s not always easy to focus on the future, but it’s important to plan ahead. Whether you are nearing retirement, far from it or already retired – together with our pensions experts Scottish Widows, we could help you make the most of your options.

Home ownership and property

Whether you’re putting that first foot on the property ladder, already have a mortgage, are renting, own a property, or own multiple properties, we could help you take the next step.

You could lose your home if you do not keep up mortgage repayments.

Wealth Management

Whatever your plans, the right advice could help bring them to life. That’s why we’ve partnered with Schroders Personal Wealth, to give more of our customers access to wealth management and financial advice. A Schroders Personal Wealth Advisor will ask about your personal circumstances and aspirations, and develop a plan you can have confidence in.

Important legal information

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We may monitor or record telephone calls to check out your instructions correctly and to help us improve the quality of our service. Calls from abroad are charged according to the telephone service provider’s published tariff. Not all Telephone Banking services are available 24 hours a day, 7 days a week. Please speak to an adviser for more information.

Savings and Investments

Savings accounts offer a low-risk, safe and accessible way for you to look after your money. However, if interest rates reduce, your returns may be affected. If you are looking for a higher return on your money – you might want to consider investing. There is a higher level of risk involved, but it could help your money grow faster.

Remember: When investing your capital is at risk. If you are unsure about investing, seek independent advice. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Your retirement resources

When you’re living a busy life, it’s not always easy to focus on the future, but it’s important to plan ahead. Whether you are nearing retirement, far from it or already retired – together with our pensions experts Scottish Widows, we could help you make the most of your options.

Home ownership and property

Whether you’re putting that first foot on the property ladder, already have a mortgage, are renting, own a property, or own multiple properties, we could help you take the next step.

You could lose your home if you do not keep up mortgage repayments.

Important legal information

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We may monitor or record telephone calls to check out your instructions correctly and to help us improve the quality of our service. Calls from abroad are charged according to the telephone service provider’s published tariff. Not all Telephone Banking services are available 24 hours a day, 7 days a week. Please speak to an adviser for more information.

Savings and Investments

Savings accounts offer a low-risk, safe and accessible way for you to look after your money. However, if interest rates reduce, your returns may be affected. If you are looking for a higher return on your money – you might want to consider investing. There is a higher level of risk involved, but it could help your money grow faster.

Remember: When investing your capital is at risk. If you are unsure about investing, seek independent advice. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Home ownership and property

Whether you’re putting that first foot on the property ladder, already have a mortgage, are renting, own a property, or own multiple properties, we could help you take the next step.

You could lose your home if you do not keep up mortgage repayments.

Important legal information

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We may monitor or record telephone calls to check out your instructions correctly and to help us improve the quality of our service. Calls from abroad are charged according to the telephone service provider’s published tariff. Not all Telephone Banking services are available 24 hours a day, 7 days a week. Please speak to an adviser for more information.

Savings and Investments

Savings accounts offer a low-risk, safe and accessible way for you to look after your money. However, if interest rates reduce, your returns may be affected. If you are looking for a higher return on your money – you might want to consider investing. There is a higher level of risk involved, but it could help your money grow faster.

Remember: When investing your capital is at risk. If you are unsure about investing, seek independent advice. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Your retirement resources

When you’re living a busy life, it’s not always easy to focus on the future, but it’s important to plan ahead. Whether you are nearing retirement, far from it or already retired – together with our pensions experts Scottish Widows, we could help you make the most of your options.

Home ownership and property

Whether you’re putting that first foot on the property ladder, already have a mortgage, are renting, own a property, or own multiple properties, we could help you take the next step.

You could lose your home if you do not keep up mortgage repayments.

Important legal information

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We may monitor or record telephone calls to check out your instructions correctly and to help us improve the quality of our service. Calls from abroad are charged according to the telephone service provider’s published tariff. Not all Telephone Banking services are available 24 hours a day, 7 days a week. Please speak to an adviser for more information.

Savings and Investments

Savings accounts offer a low-risk, safe and accessible way for you to look after your money. However, if interest rates reduce, your returns may be affected. If you are looking for a higher return on your money – you might want to consider investing. There is a higher level of risk involved, but it could help your money grow faster.

Remember: When investing your capital is at risk. If you are unsure about investing, seek independent advice. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Important legal information

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We may monitor or record telephone calls to check out your instructions correctly and to help us improve the quality of our service. Calls from abroad are charged according to the telephone service provider’s published tariff. Not all Telephone Banking services are available 24 hours a day, 7 days a week. Please speak to an adviser for more information.

Savings and Investments

Savings accounts offer a low-risk, safe and accessible way for you to look after your money. However, if interest rates reduce, your returns may be affected. If you are looking for a higher return on your money – you might want to consider investing. There is a higher level of risk involved, but it could help your money grow faster.

Remember: When investing your capital is at risk. If you are unsure about investing, seek independent advice. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Your retirement resources

When you’re living a busy life, it’s not always easy to focus on the future, but it’s important to plan ahead. Whether you are nearing retirement, far from it or already retired – together with our pensions experts Scottish Widows, we could help you make the most of your options.

Home ownership and property

Whether you’re putting that first foot on the property ladder, already have a mortgage, are renting, own a property, or own multiple properties, we could help you take the next step.

You could lose your home if you do not keep up mortgage repayments.

Wealth Management

Whatever your plans, the right advice could help bring them to life. That’s why we’ve partnered with Schroders Personal Wealth, to give more of our customers access to wealth management and financial advice. A Schroders Personal Wealth Advisor will ask about your personal circumstances and aspirations, and develop a plan you can have confidence in.

Important legal information

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We may monitor or record telephone calls to check out your instructions correctly and to help us improve the quality of our service. Calls from abroad are charged according to the telephone service provider’s published tariff. Not all Telephone Banking services are available 24 hours a day, 7 days a week. Please speak to an adviser for more information.