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As a responsible Building Society, we want to help you to prepare as much as you can for later life - whether for yourself or an elderly family member. We have partnered with a number of trusted and established providers to help you to take these steps. None of us know what's around the corner, so being prepared can help you feel more confident to deal with whatever life throws at you.

Download a copy of our Guide to Later Life Financial Planning.

Estate Administration

At a difficult time we want to be here to support you. We aim to provide our customers with practical advice and tailored assistance when someone passes away.  

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Need help managing your finances?

If you’d like to appoint someone to help you manage the finances you have with us, or alternatively, if you have been asked by a friend or family member to help them with their finances, there are a number of ways that this can be set up.

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Pension Advice

Pension savers now have unprecedented access to their funds, but ensuring you're well prepared for retirement can be a significant challenge. We aim to provide help and advice so that you can retire securely.

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Home Move Services for the Retired

Whether for downsizing or to release capital for long term care, we’re committed to helping facilitate a smooth and stress-free move and property sale.

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Inheritance Tax (IHT)

It’s the tax that we probably hate the most. We aim to show you how, with a bit of planning, you could reduce your IHT bill.

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Equity Release

Do you need to release some capital from your property? This could be used to top up your retirement income, or for a gift to your children. We can show you if equity release could work for you.

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Making a Will

Whilst writing a Will may seem like a morbid thing to do, we don’t believe it is – it’s a sensible thing to do for those you leave behind.

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Long-term Care Funding

We can help with planning for the cost of care, whether in the home or at a residential care home.

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Family Building Society
Ebbisham House
30 Church Street
Surrey KT17 4NL
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