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Banks and building societies

smartly dressed older lady

There are differences in the way that banks and building societies are set up and run.

Building societies are mutual institutions; this means that they should be run in the best interests of their customers. If you have a savings account or mortgage with a building society you may have the right to vote on some issues‚ to receive information and to attend meetings.

Banks are companies that are either privately owned or listed on the stock market and owned by shareholders. Many former building societies are now banks.

Accessible services

If you have difficulty using banking services because of a disability‚ your bank or building society is required by law to take any reasonable steps to help you do so. For example‚ if you have impaired vision you can ask for statements and other information to be provided in an accessible format for you. The British Bankers’ Association and the Building Societies Association (see Useful websites) have further information on banks’ and building societies’ obligations under disability law.

Accessing your money

A convenient way of getting cash is an important factor in choosing a bank or building society and account. Depending on your needs‚ you should check the following:

  • Is there a branch near where you live and does your account include branch service?
  • Can you access your account at Post Office branches? All basic bank accounts and many current accounts allow this.
  • How many cash machines are there in your area and can you use them free of charge? You should be told at the start of a transaction if there will be a charge for using the cash machine.

Tracing lost bank and building society accounts

If you have mislaid details of savings or other bank or building society accounts‚ there are account-tracing schemes that can help you to locate your money. If you think you may have unclaimed assets in a bank‚ building society or National Savings and Investments‚ you can make a single online application to have your account traced at the My Lost Account website (see Useful websites). Alternatively contact the British Bankers’ Association and/or the Building Societies Association for details of how to make a postal application.

Case study

Frank‚ 66‚ changed his bank two years ago…

‘I had been with the same bank for most of my adult life. In the past I had never really thought about moving from one to another – I had always kept my savings in the same building society too.

‘A while back I started to look at whether I was getting a good deal. I wasn’t paying any charges for my current account but I wasn’t getting any interest to speak of on the balance either. I switched to another account that paid a better rate of interest. It wasn’t too difficult and the bank helped me change the account over. The rate is lower now than when I opened the account but it all helps.

‘I find I quite enjoy looking out for the best rates and moving my savings about. It’s become a bit of a hobby. Since the credit crunch started I’ve investigated what protection there is for savings. Not that I have more than £50‚000 in one bank – if only!’

opens link in new window IG19 Managing Your Money - September 2011 (PDF 2.47MB)

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Age UK Advice:
0800 169 6565

Useful websites

  • The British Bankers’ Association is the leading association for the UK banking and financial services sector. They will be able to help you trace a lost bank account.

  • Building Societies Association is a trade association, representing mutual lenders and deposit takers in the UK including all 52 UK building societies. They will be able to help you trace a lost building society account.


    My Lost Account website offers a free service to help you trace lost accounts.

Useful information to download

  • An information guide that offers further advice on how to choose the right accounts and policies to suit your circumstances.
  • An information guide that covers a wide range of financial issues, including tracing lost accounts.
  • Help with downloads

    Downloads

    What is a download?

    A download is a document (like a research report, a leaflet, or an application form) that can be transferred from our website to your computer. You can download a file, view it on your screen, print it, or save it to your computer.

    What is a PDF?

    PDF stands for ‘portable document format’.

    Most downloads on this website are PDFs. We use this format to ensure that the document looks the same on everyone’s computer (website pages, by contrast, appear differently depending on how people have got their computer set up).

    How do I download a PDF?

    Computers use a program called Adobe Acrobat Reader to download PDFs. If you try clicking on a link to download a PDF and it doesn’t work, you will need to install Adobe Acrobat Reader onto your computer.

    How do I install Adobe Acrobat Reader?

    The process is quite straightforward and is free.

    1. Go to opens link in new window http://get.adobe.com/uk/reader/
    2. Click ‘Download’.
    3. Wait for the window to offer you the option to ‘Run’, then choose this option.
    4. Click ‘Next’.
    5. Click ‘Install’
    6. Wait for the window to offer you the option to ‘Finish’, then choose this option.

    How do I change a download?

    PDFs cannot be changed. If you need to be able to type into a downloaded document (for example, if we are offering a letter template that you need to put your name on) we will provide it as a Microsoft Word document rather than a PDF. You can then download it, type into it and save it to your computer.

    How do I print or save a download?

    Downloads will open on your computer in a new browser window.

    Inside this window (below all your web browser menus), there will be a toolbar with options for you to print or save the document.

    Close the browser window to return to the Age UK website.

    Can my screen reader read PDF downloads?

    We have made every effort to make our PDFs accessible to screen readers. Here is an overview of your accessibility options available in Acrobat Reader. Please ensure that you have downloaded the latest version of Acrobat Reader from the Adobe Reader website to ensure that they are included in your version of the programme.

    You can use Adobe Reader to read a PDF out loud with the following shortcut keys:

    • Read the document: Shift +Ctrl+Y
    • Read the open page only: Shift +Ctrl+V
    • Read to the end of the document: Shift+Ctrl+B
    • Pause: Shift+Ctrl+C
    • Stop Shift+Ctrl+E


    You can also convert a PDF into a web page by following these steps:

    • Copy the URL (web address) of the document (right-click on the link and select ‘Save target as’ or ‘Copy link’).
    • Open the Adobe online conversion tool in your browser and paste the URL into the URL box.
    • Tick the HTML box on the Format option and click ‘Convert’.


    You can convert a PDF document into a text file for use with other software and hardware such as Braille printers by opening the PDF and choosing ‘Save as text’ from the File menu.

 

Beat the banks - £5.99

This book shows how easy it is to save your money and make it grow.

Visit our 'Books' section for details of how to order, and for other Age UK publications.


 

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