Who we help
Our Client Advisors
Are you eligible for the support we provide through our Client Advisors?
As a charity we have guidelines as to who we’re able to support.
In broad terms, if you’re a current or former bank employee, or you’re a dependant of one, it’s likely we’ll be able to support you. For some services and for financial support we need to consider other criteria like length of service and your financial situation.
We may also ask you for pension or workplace details to confirm your banking connection.
Note: We’re independent of banks and we won’t share your personal information with them.
What we can help with
Our support services are tailored to your needs. Amongst other things, we can support you in the following areas:
- caring responsibilities
- mental health
- money and debt
- disability and long-term conditions
- work-life balance.
In some cases, we may be able to provide financial support, but there are certain things we’re unable to fund. These include:
- personal debt
- medical fees
- legal expenses
- private school fees
- property enhancements.
We can’t provide financial support in situations where statutory funding is available.
- advice about local and national services or charities
- information about support available through your employee assistance programme (EAP)
- access to a course of counselling sessions through our partner organisations.
What's our phone number?
0800 0234 834
When we’re open
You can call us between 9am and 5pm, Monday to Friday.