[x close]

Yorkshire Building Society launches at-home video conference financial advice service

18 September 2015

Yorkshire Building Society has changed the face of advised investments by offering customers the chance to take expert financial advice in their homes via video conferencing.

The new service, which is a first from a major UK building society, means that customers can get expert investment advice on how to make their money work for them from the comfort of their own home.

Appointments are available between 9am and 7pm Monday to Friday, by calling 0800 048 1560.

The service, which is fully secure, will allow financial advisers to give customers at-home advice and share documents, via any tablet, laptop or desk-top computer.

Society breaks Guinness World Record

Simon Broadley, Head of Investments at Yorkshire Building Society, said: “We are very proud that, along with our advice provider Legal & General, we are one of the first UK financial services institutions to offer this comprehensive service, helping our customers fit gaining high-quality financial advice into their every-day lives.

“We know that many of our customers have very busy lives and it can be difficult to make time for investment advice due to their existing commitments. Technology has the power to instantly connect customers with a fully-qualified financial adviser – we want to ensure that making your money work for you is as easy as making a video call on a tablet.

“That’s why we’ve launched this innovative service, which utilises the latest in secure video conferencing technology to allow customers to access fully-qualified experts in the UK from the comfort of their own homes at a time which suits them. The technology is so sophisticated we can advise, share documents on the screen and agree investment plans all on the same call.”

Jon Roderick, Business Director of Legal & General Financial Solutions Direct (LGFSD), said: “We are always looking to enhance the experience we can provide to customers and we are proud that, working together with Yorkshire Building Society, remote advice will give us the opportunity to provide even more customers with the financial advice they need in the comfort of their own home at a time that suits them.”

Yorkshire Building Society chooses to introduce its customers to Legal & General for the purposes of advising on and arranging life assurance and investment products bearing Legal & General’s name. You should know that the value of investments may fall as well as rise and you may get back less than you invest.

Please call 0800 048 1560 to find out more.

back to top

Get in touch

Visit a branch or agency

Enter a town, city or postcode to find your nearest branch.

Call us

  • 8am - 8pm: Mon to Fri
  • 9am - 1pm: Sat
0345 1200 100*

Online security
Report an online security issue using our form

Report a lost/stolen card

Call our helpline 24 hours a day, 7 days a week

0345 9 10 11 12*

*When our office is closed this is an automated service. A colleague will be in touch when we reopen.

Alternatively you can visit your nearest branch or report it online


back to top
The embedded asset does not exist:
Asset Type: YBS_Snippet_C
Asset Id: 1394658781091