Whatever stage of life you've reached and whatever plans you may have for the future, the sooner you start planning the more likely you are to achieve your objectives.
Some next steps you may need to plan for include:
Use our tool to see if you could benefit from speaking to a Private Banking and Advice Manager and determine which of our services you may be eligible for.
Please remember the value of an investment, and the income you receive from it, can go down as well as up and you may get back less than you originally invested. If you are in any doubt about making your own investment decisions, we recommend you seek advice from a suitably qualified financial advisor.
To learn more about risk, please read our guide on understanding risk.
Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No.2065. Telephone: 020 7626 1500. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. We also subscribe to The Lending Code. Details can be obtained from www.lendingstandardsboard.org.ukVisit the Lending Standards Board website..
Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065.
Save the Change® is a registered trademark of Lloyds Bank plc
PhoneBank® is a registered trademark of Lloyds Bank plc
Money Manager is provided to help you manage your personal finances and is not intended to provide legal, tax or financial advice. Personal Internet Banking customers only. Terms and conditions apply. Mobile Banking services may be affected by phone signal and functionality. Must be registered for Internet Banking. Terms and conditions apply.