Life Goals Tool

Welcome

Our Life Goals Tool helps you look at what you might need to do to achieve your goals. This way, you can plan ahead with greater confidence. Simply select a goal and we’ll guide you through the rest. It’s quick and easy to complete. At the end you’ll be given information and a summary to help get you on your way.

How does the Life Goals Tool work?

Choose your goal

See your results

How we can help

Download your report

Before you start

We’ll provide you with an illustration of what you could do to achieve your goals, and help you learn more about savings and investments.

However we're only offering guidance, you won’t receive financial advice. If you need advice, we can arrange an appointment with your nearest Skipton financial adviser.

Depending on what your life goal is, we might suggest you consider investing your money rather than keep it all in savings. If we propose this route, you need to make sure:

• You’re in a position to commit money for at least five years, and don’t have other debts that would be better off being repaid first

• You have a separate pot of money held in easy access savings accounts, to cover emergencies or unexpected bills

• You have suitable financial protection in place for you and your family (such as income protection, critical illness cover, life cover)

• You’re comfortable with the risk involved, as most investments can fall as well as rise in value.