Asset Management Service
Lloyds TSB Private Banking Limited is authorised and regulated by the Financial Services Authority and is a signatory to the Banking Codes. Registered in England and Wales no. 2019697. Registered office: 25 Gresham Street, London EC2V 7HN.
Financial Planning
Lloyds TSB Independent Financial Advisers Limited operates under the Private Banking Lloyds TSB brand name. Lloyds TSB Independent Financial Advisers Limited is authorised and regulated by the Financial Services Authority. Registered in England and Wales no. 212497. Registered office: 25 Gresham Street, London EC2V 7HN.
Administering your estate
Probate or Letters of Administration will be granted in the name of Lloyds TSB Bank plc, part of the Lloyds TSB group. The actual administration of the estate will be carried out by us on behalf of that group company.
Trust Management service/Writing your Will
When we draft a Will or manage a Trust for you we arrange for you to appoint Lloyds TSB Bank plc, a part of the Lloyds TSB group, as your executor or trustee, but the actual administration of the estate or Trust will be carried out by us on behalf of that group company.
Financial Services Compensation Scheme
Lloyds TSB Private Banking Limited and Lloyds TSB Bank plc are members of the Financial Services Compensation Scheme established under the Financial Services and Markets Act 2000. You may be entitled to compensation from the scheme if we cannot meet our obligations. This will depend on the type of business and the circumstances of the claim. Details of the scheme in relation to investments and deposits are available on request from the Financial Services Compensation Scheme by contacting their helpline on 020 7892 7300, by logging onto their website at www.fscs.org.uk or by writing to them at 7th floor, Lloyds Chambers, Portsoken Street, London E1 8BN.
Investments
Most types of investments are covered by the scheme. Payments under the scheme are limited to 100% of the first £30,000 of your investments with us and 90% of the next £20,000, resulting in a maximum payment of £48,000.
Deposits
Most deposits, including those made by individuals and small firms, are protected by the scheme. When you make a deposit with us in the United Kingdom, payments under the scheme are limited to 100% of the first £35,000 of your total deposits with us. The scheme also covers deposits made with the Bank's offices elsewhere in the European Economic Area and deposits in all currencies are treated alike.
Further details of the scheme are available from any of our Private Banking Offices.
General
The information contained within the Private Banking pages of this web site do not constitute financial or investment advice. All information is subject to change at any time, and we recommend that you contact us directly if you are in any doubt as to the information provided. Whilst every reasonable care is taken in the preparation of the content, we do not accept any liability for any error or omission.
You should remember that past performance is not a guide to future performance. The value of investments can fall as well as rise, and you may not get back the full amount invested. The levels and bases of, and reliefs from, taxation can change.
When you speak to us on the phone, some calls may be monitored or recorded to make sure that we carry out your instructions accurately, to check on other information about the service we provide to you, to help us maintain quality of service and for security purposes.
Click here for information about Private Banking.
