Life planning

Look after you and your family when it matters most

When it comes to planning for your future and that of your family you want to be sure that you have everything covered - and that’s where we can help.

Helping you plan for the future


When it comes to planning for your future and that of your family you want to be sure that you have everything covered and that’s where we can help.

We’re here to make this process as simple as possible for you so that you can have peace of mind knowing that everything is taken care of and your loved ones will not have the worry of dealing with things at an already difficult time. We work with specialists to help make things easier for you and your loved ones and we offer a range of later life planning services.


How we can help


Following Bereavement

The loss of a loved one is a particularly difficult time. We're here to offer help and support.

Find out more

Power of Attorney

Information and guidance if you need to act as Power of Attorney for a Yorkshire Building Society member.

Find out more

Investments


Shareplans

We've built our business by helping thousands of people to save for the future. We've taken pride in being solid, dependable and trustworthy and are committed to providing our customers with an excellent service – it's at the very heart of who we are.

We also know it's important to respond to how the world is changing, to evolve so that we can continually offer great service and value. YBS Share Plans is one of the UK's largest specialist providers of tax-advantaged share plans.

Find out more