Savings: useful information

To ensure you understand the features and conditions of our savings products you should also read the documents listed below.

BOOKING AN APPOINTMENT TO OPEN AN ACCOUNT OR DISCUSS YOUR SAVINGS 

If you are coming to a branch to open an account or discuss your savings accounts, we would encourage you to make an appointment to ensure we have a Qualified Savings Adviser free to assist you. If you would like to book an appointment you can, book online, visit a branch, call 01635 555700 or request a call back to arrange one.

SAVINGS PRODUCT INFORMATION

• Savings terms and conditions

• Flexible ISA leaflet

• ID for customers leaflet - ID you will need to open a savings account or apply for a mortgage with us.

• Making a payment online or via your bank - Information on how to set up automated payments to your savings account.

• Guidance following a bereavement - Information on dealing with accounts following a bereavement.

• Charitable assignment - Important information for new members.

HELPFUL INFORMATION 

• FSCS 2017 leaflet - a guide to the Financial Services Compensation Scheme. 

• My Lost Account - free online service to track lost savings accounts. 

• It's your money - BSA leaflet on what to do when financial abuse happens and the support available from financial services firms.

• BSA ISA transfer guide - how to transfer an ISA between providers.

• BSA Third Party Support guide - Need support with your finances from a friend or family member? This BSA guide can help.