Historic or Branch-based investments

If you hold historic accounts or branch-based investments, you can find information on how to manage them below.

Pensions are a long-term investment. The retirement benefits you receive from your pension plan will depend on a number of factors including the value of your plan when you decide to take your benefits, which isn’t guaranteed and can go down as well as up. The value of your plan could fall below the amount(s) paid in.

Halifax Child Trust Fund plans have now transferred to Forester Life Limited

Halifax is no longer a provider of Child Trust Fund plans. On 10th April 2020 these plans moved to a new provider called Forester Life Limited (Forester Life).
You can find more information about Forester Life’s Child Trust Fund product on their website www.foresters.com.

Eligible investments with us are protected by the Financial Services Compensation Scheme (FSCS). For further information about the compensation provided by the FSCS, refer to the FSCS website at www.fscs.org.uk/. You can also visit our Financial Services Compensation Scheme page for more details.

Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.