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As a responsible Building Society, we want to help you to prepare as much as you can for later life - whether for yourself or an elderly family member. We have partnered with a number of trusted and established providers to help you to take these steps. None of us know what's around the corner, so being prepared can help you feel more confident to deal with whatever life throws at you.

 

 Download our Guide to Later Life Financial Planning to find out how we can help

Estate Administration

At a difficult time we want to be here to support you. We aim to provide our customers with practical advice and tailored assistance when someone passes away.  

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Power of Attorney

This legal document enables you or a family member to decide what should happen and who’d be able to make decisions, when a person becomes unable to make decisions for themselves.

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Pension Advice

Pension savers now have unprecedented access to their funds, but ensuring you're well prepared for retirement can be a significant challenge. We aim to provide help and advice so that you can retire securely.

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Home Move Services for the Retired

Whether for downsizing or to release capital for long term care, we’re committed to helping facilitate a smooth and stress-free move and property sale.

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Inheritance Tax (IHT)

It’s the tax that we probably hate the most. We aim to show you how, with a bit of planning, you could reduce your IHT bill.

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Equity Release

Do you need to release some capital from your property? This could be used to top up your retirement income, or for a gift to your children. We can show you if equity release could work for you.

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Making a Will

Whilst writing a will may seem like a morbid thing to do, we don’t believe it is – it’s a sensible thing to do for those you leave behind.


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Long-term Care Funding

We can help with planning for the cost of care, whether in the home or at a residential care home.


> Find out more



               
Family Building Society
Ebbisham House
30 Church Street
Epsom
Surrey KT17 4NL
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