People with financial plans are happier

New research reveals how preparing for the financial future can enhance your mental health

Believe it or not, planning for the long-term can actually boost your mental well-being. According to an August 2018 Lloyds study, 74% of regular savers feel happier than 36% of non-savers. 53% agreed that having a savings plan had a positive impact on their mental health.*

  • Almost half of all people surveyed admitted money matters are their biggest cause of stress. It’s a particularly large issue for people under 44.*
  • 59% of 35-44 year-olds claim to be anxious and worried about their personal finances.*
  • 58% of 25-34 year-olds believe money matters are their biggest cause of stress.*

A step in the right direction?

Life as a head teacher can no doubt be hectic – and finding the time to sort your finances, amongst managing staff and students, probably isn’t easy. But planning for your life ahead doesn’t have to take that long.

In fact, financial advice is here to make it a whole lot easier for you.

Louise Allott, a financial adviser at Skipton Building’s Society, explains, “Our job is to help you feel more confident about the future by supporting you with your plans. Many customers speak to me with worries about their ability to achieve their long-term goals. We can take some of the uncertainty away by providing tailored recommendations, so you can look forward to the future.”

To help you with your plans, NAHT have carefully chosen Skipton – our long-term partner of over 12 years.

With over 30 years of experience in offering financial advice, they know what they’re talking about when it comes to long-term planning. They’ll use their expertise to help you plan in a way that’s right for you. Answer your questions. And talk to you about any concerns you may have.

Their advice is clear, friendly and honest – and you don’t have to go anywhere for it. To save time, you can choose to speak to one of their qualified advisers in your office via their award-winning video link service.

  • Your first appointment is free. Whether you take their advice is entirely your decision.
  • They’ll take the time to get to know your current situation, goals and needs. Then provide you with tailored recommendations.
  • Their accessible appointments mean you don’t have to travel. They can come to you.

Want to know more about NAHT Personal Financial Services?

Simply call us today on 0300 30 30 333 (option two) for a quick complimentary phone consultation. Speaking to a specialist about your situation can help you decide how this service could benefit you – and learn your next steps.

By investing with advice from Skipton, the aim is to grow your money by a greater extent than is available through cash savings accounts to help you achieve your goals. Although funds are not like bank and building society savings accounts. It does mean placing your capital at risk, as its value can fall as well as rise and you may get back less than you originally invest.

*Lloyds Bank (2018) ‘Saving for a rainy day may help to wash away the blues’


If you’re interested in learning more about how Skipton Building Society and NAHT can help you, please visit: