Savings Review
Make the most from your savings
To ensure you are paying as little tax and making the most from your savings as possible we have a dedicated team of “Customer Account Managers”, based in every Dunfermline Building Society branch, and also in our contact centre, Dunfermline Direct. By spending some time you could help to maximise the returns on your savings..
You can have your savings reviewed by an Customer Account Manager of the Society and there is no charge applicable for a review. You are under absolutely no obligation to act on any information that you receive and you will be given all the time you need to come to a decision that you feel is right for you.
And if we find that your savings plans are in order, you will have the peace of mind that comes from knowing they have been reviewed. So you really don’t have anything to lose.
Our Customer Account Managers are able to offer a full range of:
How to find out more
Reviews can be arranged either face to face in a branch or alternatively over the phone. Simply pop into your local branch, or call Dunfermline Direct on 08457 33 66 88.
How else can we help?
In addition to the savings review, we can also arrange an insurance review service. Our review services are open to everyone. No matter what your circumstances, we will aim to offer you to the most appropriate advice to suit your needs.
* AER stands for Annual Equivalent Rate which illustrates what the interest rate would be if interest was paid and compounded once each year. For the Protected Equity Bond this allows you to compare the minimum and maximum potential returns with other savings products. The gross rate of interest is the interest rate payable before any income tax is deducted (if you pay tax) and the net rate of interest is the interest payable after any income tax is deducted (if you pay tax).
** The maximum potential return is up to 50% of your original investment amount and is subject to final year averaging.