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Personal review

Personal review features

  • Free 45-minute review with a personal account manager
  • Find out if you could save money or earn more interest by reorganising your money
  • Find out about new products and services that suit you
  • No pressure: we’ll give you a printed summary of our suggestions so you can decide in your own time

Call 0845 3000 000 to book a personal review at your local branch

Overview

A personal review is a free service aimed at helping you get the best value for money with us. You’ll meet a Personal Account Manager at your local branch, who will review your Lloyds TSB accounts in advance and talk to you about how you might be able to get a better deal. The review takes about 45 minutes, is completely free, and you don’t need to sign up for anything on the spot.

How to apply

Call 0845 3000 000 to book a personal review at your local branch.

What should I bring with me?

Your Personal Account Manager will review any accounts you have with Lloyds TSB before you meet, but the more detail you can bring with you of your other finances the more we can help you. Helpful documents include:

  • mortgage statements
  • credit card statements – including the rates you’re currently paying
  • details of existing loan or finance agreements
  • savings balances – including interest rates
  • home insurance details

Important legal information

Lloyds TSB Bank plc and Lloyds TSB Scotland plc are authorised and regulated by the Financial Services Authority except for lending where we are licensed by The Office of Fair Trading. FSA authorisation can be checked on the FSA’s Register at: www.fsa.gov.uk/register. Lloyds TSB Bank plc and Lloyds TSB Scotland plc are members of the Financial Services Compensation Scheme and the Financial Ombudsman Service. We subscribe to the Lending Code; copies of the Code can be obtained from www.lendingstandardsboard.org.uk.

Lloyds TSB Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds TSB Scotland plc. Registered office: Henry Duncan House, 120 George Street, Edinburgh EH2 4LH. Registered in Scotland No. SC95237.

Calls may be monitored and recorded in case we need to check we have carried out your instructions correctly and to help us improve our quality of service.