Retirement Planning

If you're planning to retire or perhaps you already have, why not have an obligation free financial check up to make sure your finances are in good shape.

So, whether you...

are an older investor aiming to maximise your returns ready for retirement;
are a parent looking to ensure your family has a bright future through regular saving;
have saved hard all your life in order to leave your family a reasonable nest egg when you are no longer around;
aspire to move house and move up a rung on the housing ladder;
or simply feel it’s time you took some time to get your finances in order.

...we’re here to help!

And while we can’t predict what the future holds, we do have the experience to help you judge which options are best for you. As a mutual building society, you also benefit from the additional assurance that you are dealing with an organisation which has its members’ interests at heart.

Our friendly advisers can offer you the help you need in making the right choices – from regular savings to long term investments, IHT planning and mortgages to suit everyone, from first time buyers to buy-to-let investors. For advice about investing for the longer term we may also refer you to our partner Legal & General.

What Can I Do Now?

Through our relationship with Legal & General we provide a number of facilities for you to gather information on inheritance tax, follow these steps to protecting your estate:

Call 0845 634 3760^†
Visit your nearest branch to talk to an advisor.

Scarborough Building Society choose to introduce our customers to Legal & General, who will provide life assurance and investment products bearing Legal & General’s name.

Legal & General Assurance Society Limited. Registered in England No. 166055. Registered Office: One Coleman Street, London, EC2R 5AA. Authorised and regulated by the Financial Services Authority. A member of the Association of British Insurers.

Mortgages: 0845 634 3770 |
Savings: 0845 634 3760
^†

Scarborough Building Society is a Building Society registered under the Building Societies Acts whose principal place of business is Prospect House, Lake View, Eastfield, Scarborough, North Yorkshire, YO11 3YU.
Scarborough Building Society is a member of the Building Societies Association and is authorised and regulated by the Financial Services Authority.
Scarborough Building Society is entered in the FSA Register, FSA registration number 206062.
^†Telephone calls may be monitored and recorded for training purposes, security, and for your protection. Lines open between 08:30 - 18:00 Monday to Friday and 09:00 - 12:00 Saturday.