How we can help you if you are experiencing money worries

Dealing with the unexpected
  • Our trained specialists are here to help, working with you to develop a plan for sorting out your finances.  
  • You may wish to complete our income and expenditure form online or alongside one of our trained specialists.
 
 
 
 
Additional help and support
  • We are partnered with StepChange Debt Charity who can provide free and independent advice where multiple providers are involved

How we can help you if you are experiencing money worries

Dealing with the unexpected
Additional help and support
  • Our trained specialists are here to help, working with you to develop a plan for sorting out your finances.  
  • You may wish to complete our income and expenditure form online or alongside one of our trained specialists.
  • We are partnered with StepChange Debt Charity who can provide free and independent advice where multiple providers are involved
 
 
 
 

How we can help you deal with a major life event

Contacting us
  • You can contact us in a way that suits you, including online, by phone or by visiting us in branch. 
Specialist support
  • We have trained specialists to support you when you are dealing with the death of a loved one.
  • We provide links to other useful organisations for information and guidance to bereavement.
Bereavement
  • Our bereavement guide provides support through the steps and decisions you need to take and is available online or in printed format in our branches. 
  • If someone close to you passes away, you are able to notify us in a way that suits you using online banking, by phone or by visiting us in branch.
Other life events
  • Our life events pages offer a wide array of further help and support.

How we can help you deal with a major life event

Contacting us
Specialist support
  • You can contact us in a way that suits you, including online, by phone or by visiting us in branch. 
  • We have trained specialists to support you when you are dealing with the death of a loved one.
  • We provide links to other useful organisations for information and guidance to bereavement.
Contacting us
Bereavement
  • You can contact us in a way that suits you, including online, by phone or by visiting us in branch. 
  • Our bereavement guide provides support through the steps and decisions you need to take and is available online or in printed format in our branches. 
  • If someone close to you passes away, you are able to notify us in a way that suits you using online banking, by phone or by visiting us in branch.
Contacting us
Other life events
  • You can contact us in a way that suits you, including online, by phone or by visiting us in branch. 
  • Our life events pages offer a wide array of further help and support.

How we can help you manage your day-to-day money better

Helping you understand your money
  • Our Connected Money app (available to HSBC UK customers with Online Banking and an iPhone* on iOS 10 or above) lets you view all your UK current accounts, as well as some savings accounts, credit cards, mortgages and loans, in one place, even if they’re with other providers. You can keep track of where your money is spent, across different categories and by retailer. The Balance After Bills feature helps you find out how much you could have left in your HSBC current account until your next payday, once regular bills have been taken into account.
  • If you like to know where you are with your money you can set up text message alerts to be sent straight to your phone.
  • Our online financial health check tool can help you identify areas of your financial health that require further attention. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Helping you develop your financial skills
  • Our Connected Money app (available to HSBC UK customers with Online Banking and an iPhone* on iOS 10 or above) can send useful hints, tips and information about your finances, to help you better manage your money.
  • We offer practical guidance in becoming more money-savvy and managing your finances.
 
 
 
 
 

How we can help you manage your day-to-day money better

Helping you understand your money
Helping you develop your financial skills
  • Our Connected Money app (available to HSBC UK customers with Online Banking and an iPhone* on iOS 10 or above) lets you view all your UK current accounts, as well as some savings accounts, credit cards, mortgages and loans, in one place, even if they’re with other providers. You can keep track of where your money is spent, across different categories and by retailer. The Balance After Bills feature helps you find out how much you could have left in your HSBC current account until your next payday, once regular bills have been taken into account.
  • If you like to know where you are with your money you can set up text message alerts to be sent straight to your phone.
  • Our online financial health check tool can help you identify areas of your financial health that require further attention. 
  • Our Connected Money app (available to HSBC UK customers with Online Banking and an iPhone* on iOS 10 or above) can send useful hints, tips and information about your finances, to help you better manage your money.
  • We offer practical guidance in becoming more money-savvy and managing your finances.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Support you may find useful if you have a disability or a physical or mental health condition

Accessing cash
  • We have talking ATMs, ATM withdrawal limits, large secure key and touch ID options to help ensure that you maintain access to your money.
  • You can use your debit card to check your balance, pay in and withdraw cash (which will count to your daily limit) at any of the 11,500 Post Office locations across the UK.
Using your account
  • We have a variety of options, including Voice ID and chip & signature cards, to make using your account easier.
  • We also have help and guidance for customers living with dementia, to help them manage their finances.
 
 
Accessing information
  • We offer documents in Braille, large-print and audio, as well as reader-compatible online banking screens, so you can continue managing your account in a way that works for you.
  • You can nominate a trusted family member or close friend to be sent an additional copy of your statements, or receive them on your behalf.
 
 
 
 
 
 
Allowing someone else to help you use your account
  • You can nominate a trusted family member or close friend to help support your financial decisions and manage your account where a Power of Attorney or Third party mandate is in place.
  • You can contact us in a way that suits you, including by online banking, by phone or by visiting us in branch.
 
 
 
 
 
 
 
Ways to interact with us
  • You can contact us in a way that suits you, including by online banking, by phone or by visiting us in branch.
  • We offer British Sign Language (BSL) interpretation from your home or in branch, connecting you to a qualified interpreter. We can also arrange for an interpreter to attend your branch appointment free of charge.
  • Alternatively, our textphone service allows you to speak to a customer advisor without the need for a third party translator.

Support you may find useful if you have a disability or a physical or mental health condition

Accessing cash
Using your account
  • We have talking ATMs, ATM withdrawal limits, large secure key and touch ID options to help ensure that you maintain access to your money.
  • You can use your debit card to check your balance, pay in and withdraw cash (which will count to your daily limit) at any of the 11,500 Post Office locations across the UK.
  • We have a variety of options, including Voice ID and chip & signature cards, to make using your account easier.
  • We also have help and guidance for customers living with dementia, to help them manage their finances.
 
 
Accessing cash
Accessing information
  • We have talking ATMs, ATM withdrawal limits, large secure key and touch ID options to help ensure that you maintain access to your money.
  • You can use your debit card to check your balance, pay in and withdraw cash (which will count to your daily limit) at any of the 11,500 Post Office locations across the UK.
  • We offer documents in Braille, large-print and audio, as well as reader-compatible online banking screens, so you can continue managing your account in a way that works for you.
  • You can nominate a trusted family member or close friend to be sent an additional copy of your statements, or receive them on your behalf.
 
 
 
 
 
 
Accessing cash
Allowing someone else to help you use your account
  • We have talking ATMs, ATM withdrawal limits, large secure key and touch ID options to help ensure that you maintain access to your money.
  • You can use your debit card to check your balance, pay in and withdraw cash (which will count to your daily limit) at any of the 11,500 Post Office locations across the UK.
  • You can nominate a trusted family member or close friend to help support your financial decisions and manage your account where a Power of Attorney or Third party mandate is in place.
  • You can contact us in a way that suits you, including by online banking, by phone or by visiting us in branch.
 
 
 
 
 
 
 
Accessing cash
Ways to interact with us
  • We have talking ATMs, ATM withdrawal limits, large secure key and touch ID options to help ensure that you maintain access to your money.
  • You can use your debit card to check your balance, pay in and withdraw cash (which will count to your daily limit) at any of the 11,500 Post Office locations across the UK.
  • You can contact us in a way that suits you, including by online banking, by phone or by visiting us in branch.
  • We offer British Sign Language (BSL) interpretation from your home or in branch, connecting you to a qualified interpreter. We can also arrange for an interpreter to attend your branch appointment free of charge.
  • Alternatively, our textphone service allows you to speak to a customer advisor without the need for a third party translator.

* iPhone is a trademark of Apple Inc, registered in the U.S. and other countries

-The requirement to publish the Competition and Markets Authority independent service quality survey results for personal current accounts can be found here.

-The requirement to publish the Financial Conduct Authority Service Quality Information for personal current accounts can be found here.