Sort out your financial future…

Sort out your financial future…

…in this quick and simple way

Planning your financial future is really important and could make a big difference to your life. That’s why we want to help our members take the right steps to prepare for it now.

As a busy school leader, we understand this may feel difficult to do – being pre-occupied with students and colleagues can see your own priorities pushed to the bottom of the pile.

But our trusted partner, Skipton Building Society, has found a way to help you plan for these all-important financial needs – without even having to leave your office. 

Through a quick and simple video appointment, you can chat to one of their experts about your financial future.

  • They’ll help you think about crucial needs you may not have considered.
  • You can discuss things like your legacy – making sure your family are protected in the future – find out how your retirement plans are shaping up, and check whether your savings and investments are in the right place.
  • After talking through your unique situation, wants and needs, Skipton can take a look at any savings, investments and pensions you may have.
  • They’ll provide you with personalised recommendations to help you plan in a way that’s right for you. there’s absolutely no pressure to act either.

To benefit from Skipton’s video service, all you need is a laptop or tablet – and after taking a few simple steps to set it up, Skipton will do the rest. Your initial review is free. You’ll only have to pay for advice should you choose a recommendation – and even then, Skipton will explain all charges to you clearly.

To make life even easier, Skipton offers both evening and daytime appointments.

Discussing your future in this quick and simple way can help get your plans on the right track, give you greater peace of mind over your financial well-being – while still allowing you to focus on your day-to-day priorities.

Alternatively, there are other ways you can have a review with an adviser – be it at your local branch, or they can visit you at home.

For more information, or to book your appointment, call Skipton now for a free and quick phone consultation on 0800 121 4596. It’s as easy as one, two three…

Stock market-related investments aren’t like bank and building society accounts. Your capital is at risk as its value can fall as well as rise, and you may get back less than you originally invested.

NAHT Personal Financial Services is a trading name of Skipton Building Society. Skipton Building Society is authorized by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice. Principal Office, The Bailey, Skipton, North Yorkshire, BD23 1DN.