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Later life support

Later life support

We've partnered with a number of trusted and established providers to help you to plan financially for your future.

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've 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 Planning.

If you have any questions please feel free to contact our friendly and helpful Later Life Planning Team:

Ask us to call back


Help to manage your finances

There are a number of ways to allow someone to help manage your financial affairs and act on your behalf if you're no longer able to do so.

Equity release

Equity release is a way of unlocking some of the value you have in your home. If you're aged 55 to 95 and own a home worth at least £70,000, you could be eligible for equity release.

Pension planning and advice

Pension savers now have unprecedented access to their funds but retirement planning can be complicated. Our advice can help ensure you're well prepared for later life.

Inheritance Tax planning and advice

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.

Long-term care planning

We can help with planning for the cost of long-term care, either in the home or in residential care.

Home moving service for the retired

Whether for downsizing or to release capital for long-term care, we can help facilitate a smooth and stress-free move and property sale

Probate and estate administration service

If someone close to you has passed away, we can support you with practical advice to help you manage their estate.

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.

Preparing for the worst

Are you prepared for the unexpected? Our useful document allows you to easily record all your financial details so that your family can resolve your estate when you pass away.

What's being left behind?

Being prepared is important. We've listed some real life scenarios which you should consider thinking about and taking some appropriate action.

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