Do I need to bank with you to use this service?
No, you don’t need an existing banking relationship.
Are the eligibility criteria evaluated individually, or are they based on joint assets?
You can jointly apply for this service if you have:
- A combined £100,000 in savings, investments and/or personal pensions Or
- If you each have £100,000 sole annual income
Can I use my main property of residence as proof of eligibility for this service?
No. Your main residential property isn’t included in our eligibility criteria to use this service.
Can I include my personal pensions as part of the eligibility criteria?
Yes, you can include your personal pensions, even if you no longer contribute into them.
Can I include my workplace pension as part of the eligibility criteria?
No, we don’t consider workplace pensions when evaluating whether you're eligible for this service..
What evidence do I need in relation to my eligibility for the service?
You won’t need to give evidence for your eligibility to book the first appointment. This service is for those customers who have at least:
- £100,000 of sole/joint savings, investments and/or personal pensions Or
- £100,000 of sole annual income
Please bring relevant information to your appointment. This will help you make the most of the time that you have with the adviser. This information may include details of your current savings, investments, and pensions.
Do I have to be a UK resident to use this service?
Yes, you need to be a UK resident for us to give advice.