Financial planning tools and calculators
Start calculating your income and outgoings to help you save for your future.
Interested in a personal review of your finances?
We offer a free service for new and existing customers, aimed at helping you get the best value for money with us. With a Personal Financial Review, you'll meet a Personal Account Manager at your local branch who will review your Lloyds Bank accounts in advance and talk to you about how you might be able to get a better deal. The review takes about 45 minutes, is completely free, and we might even save you some money.
Could you benefit from financial advice?
Through our partnership with Schroders Personal Wealth we can provide you with access to experienced Schroders Personal Wealth advisers to help you plan your financial future.
To use the Financial Planning service you’ll need to have: at least £100,000 in savings, investments and/or personal pensions, and/or £100,000 of sole annual income.
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.
Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS).