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Financial and emotional wellbeing

Coping with bereavement can be challenging, and dealing with financial matters isn’t always straightforward. Our specialist bereavement team will support you at every step, and below you’ll find more about other support available to you.

Support we can offer

 

Being comfortable and confident in your finances is a big part of your overall wellbeing. That’s why having a financial fitness plan is important.

 
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Our Banking Basics guide explains some of our accounts and services and how to complete transactions in HSBC UK branches. This includes paying in cash and cheques, making payments and using your debit card in shops

 

Many of us find ourselves financially stretched from time to time. Often things can get back to normal but if you don't act as soon as you know there's a real problem, your debts could get worse. That's why we're here to help you find the right solution to your individual financial difficulties.

External support and advice

You may be entitled to receive extra help and benefits – particularly if it’s your partner who has died. The rules can be complicated but your local Jobcentre Plus office or Citizens Advice will give you all the help you need.

These links will allow you to access other websites. Please read the linked websites' terms and conditions. HSBC Bank plc has no control over non-HSBC websites and is not liable for your use of them.

 

Co-op Legal Services

If you need legal support following a bereavement, Co-op Legal Services can provide this.

The Co-op Executor and Attorney Hub contains useful free guides on the next steps to take after a bereavement, including probate and estate administration.

Or you can call 0330 0417 818 to speak to someone.

HSBC are not affiliated with Co-op Legal Services, and this is not a recommendation from HSBC. Other providers of legal services are available and HSBC are not responsible for any services provided by Co-op Legal Services.

 

The Probate Service

Guidance specifically on dealing with probate and inheritance tax. You can also download documents on this website.

www.gov.uk/applying-for-probate

 

HM Revenue & Customs (HMRC)

Gives practical advice relating to managing an estate with implications such as tax, trusts and benefits.

www.gov.uk/topic/personal-tax/inheritance-tax

 

GOV.UK

The official government website giving wide-ranging advice on everything from registering the death and arranging the funeral to dealing with the estate.

www.gov.uk/browse/births-deaths-marriages/death

 

Citizens Advice

Free legal information and advice on a wide range of topics including what to do if a will has not been made.

www.citizensadvice.org.uk/family/death-and-wills/wills/

 

The Bereavement Register

This service can help reduce the amount of direct mail being sent to the address of a person who's died.

www.thebereavementregister.org.uk/

 

National Association of Funeral Directors

Association of independent funeral directors offering guidance on the process of arranging a funeral.

www.nafd.org.uk/

 

Department for Work and Pensions

Information and advice on a wide range of topics including benefits and grants. The DWP has a number of booklets that you may find useful: What to do after a death in England and Wales and What to do after a death in Scotland. You can find copies at all local register offices, your local Citizens Advice or local Jobcentre Plus office.

www.gov.uk/government/organisations/department-for-work-pensions

 

Age UK  

Information and advice about dealing with bereavement when someone dies and how to cope with grief.

www.ageuk.org.uk/information-advice/money-legal/legal-issues/what-to-do-when-someone-dies  

 

Emotional support and wellbeing

Grief is natural, but it can be challenging. There are a number of organisations who can support you when you’re dealing with the loss of a loved one.
 

Cruse Bereavement Care

Gives you the opportunity to understand and cope with grief and provide support to other bereaved people.

www.cruse.org.uk/

 

Samaritans

A completely confidential service available via email and telephone for anyone in any type of emotional distress.

www.samaritans.org/

 

Child Bereavement UK

A charity which gives information, training and specialised support to those affected when a baby or child dies.

www.childbereavementuk.org/ 

 

War Widows Association of Great Britain

A volunteer group aiming to improve the conditions of war widows and their dependants in Great Britain.

www.warwidows.org.uk/

Contacting us

Call us

0800 085 1992

or +44 (0)114 252 0249 if you're calling from outside the UK

General enquiries

0345 850 0088

* Lines are open 8:30am to 6pm, Monday to Friday and Saturdays 9am to 2pm (excluding public holidays).

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