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Protect what’s important
If you became seriously ill, would your family know what to do? Would they know who you bank with, whether you have life insurance, or where to find your will?
Below is some information to consider as you start planning for later life. You may want to document your wishes and share these with loved ones to provide peace of mind if anything happens to you.
Will writing OpenClose
What is a will?
Why make a will?
Power of Attorney (POA) OpenClose
What is a Power of Attorney?
Healthcare wishes OpenClose
Your healthcare wishes
Communicating healthcare wishes
Life Insurance OpenClose
Your financial life
It is important to safely record information about your financial life and share it with someone you trust so they know where to go if something happens to you. You may want to consider creating a list of your accounts and assets.
This list could include details of key financial accounts, pensions, policies, shares, benefits, subscriptions, and property. You can include information on where to find these assets and who to contact about them but remember don't share your passwords or any sensitive information.
Retire with confidence
Retirement and pensions
Whether you're at the start of your career or you're already well down that road, we could help you plan for your retirement.
Make your wishes known
It can be easy to put off writing a will, but it's just as easy to do it now and revisit it when life changes.
Look after your loved ones
Help provide financial security for your loved ones with the right cover over the right length of time. Life insurance is provided by AIG.
Other things to consider
After a bereavement
We want to make things as straight forward as possible for you. To notify us of a bereavement and for more information on what to do when someone dies, read our bereavement guide.
What about your pets?
Don't forget to plan for the care of your pets. You should let your loved ones know who will be looking after your pets if you can't do it yourself and how you would want them to be cared for.
Find ways to make your money work harder
Prepare for the future by taking a look at our guides on budgeting, saving and dealing with debt. Try our range of tools to help get started.
Think about your digital legacy
Have you thought about what you want to happen to your online accounts and files once you die? Its important to let the right people know what information you want to remain and what you want deleted.
Facebook provides some options for what to do with your profile after you die, including designating a ‘legacy contact’.
Other ways we can help
Banking My Way
A free service that allows you to record information about the support or adjustments you need to make banking easier.
Available to customers aged 16 or over in the mobile app or Online Banking. For customers under 16, parental consent is required and information must be recorded in branch or over the phone.
Get your finances in shape
For more help getting your finances in good shape, hints and tips for everyday spending, or for some help with future financial goals, check out our free Financial Health Check service.