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Think about tomorrow, today

Planning for later life

Let your loved ones know your wishes

None of us like to think about our loved ones having to manage without us. But it’s important that we do. If you became seriously ill, would your family know what to do? Would they know who you bank with, whether you have life insurance, or where to find your will?

Plan Ahead is a free, online tool that can help you record, store and share important documents like a will or policies such as pensions or life insurance.

Plan Ahead is designed for NatWest customers living in England and Wales, aged 18 and over, who are registered for Online Banking and have a valid UK mobile number.

Steps to take today

Retire with confidence

Retirement and pensions

Whether you're at the start of your career or you're already well down that road, we could help you plan for your retirement.

Make your wishes known

Will-writing service

It can be easy to put off writing a will, but it's just as easy to do it now and revisit it when life changes.

Look after your loved ones

Life insurance

Help provide financial security for your loved ones with the right cover over the right length of time. Life insurance is provided by AIG.

Frequently asked questions

Things to consider

Loved ones can make decisions on your behalf

If you think you'll be unable to manage your affairs in the future, a Power of Attorney (POA) is a document that allows you to appoint a person to handle your affairs on your behalf.

What to do following a bereavement

We want to make things as straight forward as possible for you. To notify us of a bereavement and for more information on what to do when someone dies, read our bereavement guide. 

Find ways to make your money work harder

Take a look at our guides on budgeting, saving and dealing with debt. Try out our range of tools to help get you started.

Get into the saving habit

On average, customers save twice as much when they save towards a goal. Our Savings Goal Tool can help you understand how much you need to save to reach your savings goal. Available on instant access savings accounts.

Make sure your kids are money savvy

Maybe you want to encourage savings habits at an early age, or give them some financial independence. Our financial education programme for kids can help. 

Get your finances into shape

For more help getting your finances in good shape, hints and tips for everyday spending, or for some help with future financial goals, check out our free Financial Health Check service. 

Anything else we can help you with?