Savings For Good
Savings Account Statements
Your statements
This page explains how often you will receive a statement, how it reaches you, how to request an ad hoc statement, and how to set up recurring statements to suit your needs.
How often will I receive a statement?
Annual statements
As set out in the terms and conditions of your account, you will receive a statement as follows.
- For managed rate accounts (easy access and notice accounts): an annual statement covering the last financial year.
- For fixed rate accounts: an annual statement sent after the anniversary of your account opening, and on maturity.
We will also send you a statement after the following events.
- If the terms of your account allow additional funds, you will receive a statement every time you credit your account.
- If the terms of your account allow you to withdraw funds, you will receive a statement each time.
- A statement will be issued on maturity or closure of an account.
If you do not wish to receive a statement after every credit or withdrawal, send our Savings Team your preferences by secure message in online banking. This supports our drive to be a greener bank.
How will I receive my statement?
Statements are delivered to your online banking document store as soon as they are available in our core banking system, and we let you know by secure message when a new one is there.
If you would rather receive a statement by post, tell our Savings Team by secure message and we will set that up for your account.
Can I order an ad hoc statement for a specific period?
Yes. You can request a statement that shows the transactions during a period you choose, and the balance as at the requested statement end date, which cannot be in the future.
Please complete the online form below, confirming the period you need, so that your statement can be ordered.
Can a recurring statement frequency be set to meet my needs?
If you want statements on a schedule that suits you, you can set that up using the form below. It does not replace the annual statement described above, which stays in place.
We can support monthly, quarterly, half-yearly or annual statements — the annual option covering a different period from the annual statement already in place for your account. Once set, the frequency remains until you ask us to change or suspend it.
On receiving your request, the Savings Team will order your ad hoc statement or set your regular statement frequency in our core banking system, and issue your statement in line with your instructions as soon as possible.