Our support services

Who we help

We exist to help current and former bank employees and their families across the UK. We do this by providing information, advice, expert support services and, in some cases, financial assistance.

Our approach

We have a team of support staff – we call them Client Advisors – who assess every request we get for support and advice. 
Our Client Advisors will listen and work with you to find the best solution to your issue. 

Our Client Advisors

Our Advisors have worked across a range of subject areas such as welfare benefits, health and social care, disability advice and back-to-work support. They have extensive experience of supporting working-age people, families and retirees.

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
  • relationships
  • work-life balance.

Financial support

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
  • loans 
  • medical fees
  • legal expenses 
  • private school fees
  • property enhancements. 

We can’t provide financial support in situations where statutory funding is available.

Mental health

Our Client Advisors aren’t mental health practitioners, therapists or counsellors, but they do have a wide range of experience in supporting people affected by mental health problems.
The support they give you could include:
  • 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.