To set up offset plus, you first of all need to have an offset mortgage with us. You then need to explain to your family or friends how you’d like them to help. If they have access to the internet, you could refer them to offset plus for savers - a section of our web site which contains information about offset plus savings account.
If they’re interested, you will need to visit your local branch or contact us and request an offset plus information pack, which includes an offset plus savings account application form. You’ll need to fill in your details and sign this form once your mortgage has completed, so that we know it’s your mortgage they want to link their savings to. The saver will have to meet our usual account opening requirements as detailed in the information pack.
If you’re an existing Yorkshire Building Society offset customer, we’ll need to set the arrangement up on your account - just visit your local branch or contact us for more details.
