What is a personal review?
A personal review is a free service aimed at helping you get the best value for money with us. You’ll meet a Banking Consultant at your local branch who will review your Lloyds Bank accounts in advance and talk to you about how you might be able to get a better deal. The review takes about an hour, is completely free, and you don’t need to sign up for anything on the spot.
Features and benefits of personal reviews
- Free 1 hour review with a Banking Consultant
- Find out if you could save money or earn more interest by reorganising your money
- Find out about new products and services that could suit you
- No pressure: You can decide in your own time
What should I bring with me to a personal review?
Your Banking Consultant will review any accounts you have with Lloyds Bank 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