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Financial Planning

Financial Planning: helping you to plan for the future

Are you worried about:

• saving for your retirement?
• getting the most from your pension?
• making sure your money is working as hard as it could be?

If so, we could have the answer.

Newcastle Building Society offers a no obligation financial planning service through our subsidiary company Newcastle Financial Services Limited (NFSL). Our NFSL Personal Finance Managers have great experience and knowledge in helping you to select the most suitable products and services to satisfy your needs. You are under no obligations but a review of your financial planning arrangements may benefit you.

Please browse the range of products and services which are listed above. You can also discuss your financial needs with NFSL by calling our NFSL Personal Finance Managers on 0845 600 4330

• Pensions
  Looking to retire early? Not sure what your pension is worth?

• Funeral Planning
  Take care of your loved ones by arranging your Funeral Plan today.

• The Pru Fund
  A mid to long term investment option.

• Sterling Protected Profits Funds
  Protected profits funds for the more cautious investor.

Newcastle Building Society introduces to Newcastle Financial Services Limited. Newcastle Financial Services Limited is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Services Authority.

Funeral planning and will writing are not available through Newcastle Financial Services Limited. These services are available through Newcastle Building Society and are not regulated by the Financial Services Authority.

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* Gross/AER
'Gross' interest is the contractual rate of interest payable before the deduction of income tax
'AER' means "Annual Equivalent Rate" and is a notional rate which illustrates the contractual interest rate (excluding any bonus payable) as if paid and compounded on an annual basis

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© Newcastle Building Society. All Rights Reserved. Principal Office, Portland House, New Bridge Street, Newcastle upon Tyne, NE1 8AL.
Newcastle Building Society is authorised and regulated by the Financial Services Authority and is entered in the Financial Services Authority Register under Registration No. 156058.