Personal Savings

All Personal Savings FAQ's

Are my deposits protected?

Eligible deposits with Shawbrook Bank Limited are protected up to a total of £85,000 per person by the Financial Services Compensation Scheme, the UK's deposit guarantee scheme. This means that any deposits you hold above the limit are unlikely to be covered. If you have a joint account, you'll be protected for £85,000 each. This means that up to £170,000 could be protected in your joint account.

Are there withdrawal restrictions on accounts?

It depends on the account.

If your account does allow you to withdraw funds, taking your account below the minimum balance will affect the interest we pay. Check your terms and conditions for more details.

Can a third party speak to you on my behalf?

Yes they can, but we need to make sure we keep your account secure.

Can I add more money to my fixed rate bond?

Standard fixed rate bonds
You can add more money to your account as long as the product is still open for funding, up to the maximum deposit amount

Can I cancel my account if I change my mind?

It depends on the account you have...

Can I change my nominated account or add a new one?

You can change your nominated account through our savings platform, eSavings. You'll need log in and send us a secure message. For the subject, please choose 'change or register a nominated account' and choose the savings account you want to update.

Can I change my password?

You can change your password online. log in to your eSavings account and clicking on 'My Profile' in the top right-hand corner of the page. Look for the image of a head and shoulders, between the printer and question mark images.

Can I close an account and transfer the balance of my account into a different Shawbrook product?

Easy Access Accounts
You can transfer your Easy Access account to any of our products. Please log in and open the new account online, then send us a secure message to request that we close the older account and transfer money to the new account.

Notice Accounts
You can transfer your notice account to any of our products once you’ve served the notice period on the account.

Fixed term bonds
Just before your account matures, we’ll get in touch about how to transfer to a new product. You can’t transfer your fixed term bond to another product until your current product matures.

Can I close my notice or fixed account early and pay a penalty?

Notice accounts
You have a 14 day cooling off period on your notice account from when the account is opened, but after this, you'll need to wait until the notice period has been served.

Fixed term bonds
You don’t have a cooling off period with fixed term bonds - once you've opened a fixed term deposit account, you are unable to withdraw funds until the term has expired.

Fixed term bond ISAs
If your fixed term bond is an ISA, you are able to withdraw your funds early, but there will be an early exit charge to pay, depending on the product you’ve chosen. Log in and send us a secure message or contact us for more information. You’ll also find details of early exit charges in the Key Product Information document provided when you open your account

Can I make a deposit into my account at any time?

Easy access and notice accounts
You can deposit money at any point, up to the maximum deposit amount.

Fixed rate bonds
You can add more money to your account as long as the product is still open for funding, up to the maximum deposit amount.

If your bond is removed from sale (we'll do this when we have new rates), you'll usually have seven days from removal to add any more funds to your account.

You can check if a product is withdrawn by checking our savings documentation page and checking the withdrawn product list.

You're welcome to take out an additional bond if you wish to deposit further funds.

Fixed rate bond ISAs
You can deposit up to £20,000 per year into a fixed rate ISA, each tax year, up to the maximum deposit amount. Even if your fixed rate bond has been withdrawn, you can still make a deposit if it's an ISA.

If you're splitting your ISA allowance over several ISAs, the maximum deposit across all of your accounts is £20,000.

For more about ISAs, please look at our guide to ISAs.

If you've already opened an ISA with us this tax year, any other accounts would need to be from our standard, non-ISA range.

You can apply for any new products online by logging in as an existing customer.

Can I make more than one deposit?

Easy access and notice accounts
You can deposit money at any point, up to the maximum deposit amount.

Fixed rate bonds
You can add more money to your account as long as the product is still open for funding, up to the maximum deposit amount.

If your bond is removed from sale (we'll do this when we have new rates), you'll usually have seven days from removal to add any more funds to your account.

You can check if a product is withdrawn by checking our savings documentation page and checking the withdrawn product list.

You're welcome to take out an additional bond if you wish to deposit further funds.

Fixed rate bond ISAs
You can deposit up to £20,000 per year into a fixed rate ISA, each tax year, up to the maximum deposit amount. Even if your fixed rate bond has been withdrawn, you can still make a deposit if it's an ISA.

If you're splitting your ISA allowance over several ISAs, the maximum deposit across all of your accounts is £20,000.

For more about ISAs, please look at our guide to ISAs.

If you've already opened an ISA with us this tax year, any other accounts would need to be from our standard, non-ISA range.

You can apply for any new products online by logging in as an existing customer.

Can I open a personal account if I already have a business account

Yes, you can open a personal account if you already have a business account. You can open an account once through the eSavings platform and select 'apply online' from the menu.

Can I open an account?

To open an account with Shawbrook Bank you must:

Can I receive gross interest on my savings account?

Any interest we pay is gross interest (tax free). Depending on the interest you earn, you may need to pay tax on any interest yourself.

ISA Accounts
ISAs are tax free, regardless of interest earned. You can find out more about how ISAs are set up by looking at our Guide to ISAs or the government advice on ISAs.

Non ISA accounts
Since 6 April 2016, taxpayers have had a Personal Savings Allowance. This means that up to £1,000 of income earned from savings (e.g. interest earned) is tax-free for basic taxpayers, and up to £500 of savings income is tax-free for higher rate taxpayers.

The vast majority of our customers won't pay tax on their savings income. If you're under the threshold, there's nothing further that you need to do.

Where possible, for those earn interest above their personal savings allowance will have any tax they have to pay collected automatically by HMRC, through a change to their tax code, based on information provided by banks and building societies.

If you currently complete a self-assessment tax return, you should continue to do so.

You can find more guidance on personal savings allowances by going to www.gov.uk and search for 'personal savings allowance'.

Can the interest rate change on a fixed rate bond?

As the interest rate is fixed, this won’t change over the term of the account.

Can the interest rate change on a notice savings account?

Yes, the interest rate is variable, so it can change.

Can the interest rate change on an easy access savings account?

Yes, the interest rate is variable, so it can change.

Do you collect money from my nominated account?

No, we never collect money from your nominated account.

You can make a payment to us by electronic payments only. This includes Faster Payments, BACS and CHAPs.

As we don't take payment from you automatically, you'll need to make any payments from your nominated, or linked, account, using the following details:

Sort Code: 16-58-73
Account number: Your Shawbrook Savings Account number
Reference: Your name as the payment reference
Payee Name: Shawbrook Bank

If you're not sure what account number to use, you can  get help on how to find your account number.

We're not part of the confirmation of payee scheme, so your bank may tell you this when you try and make a payment. It's nothing to worry about.

For peace of mind, you may wish to make a small 'test' payment of £1. Once the payment has processed, you'll see it in your account.

If you already have an ISA and want to transfer your previous allowances to us, you can find out more on how to transfer an ISA.

Do you have minimum or maximum balance requirements?

Yes. The balance requirements vary by product, so you should check this information on the product you wish to apply for.

If you already have a savings account with us, all of this information will be in your welcome email.

Do your accounts have any fees or charges?

We don't apply fees or charges to our personal savings products.

However, if you withdraw funds from an ISA before the end of the agreed term or notice period, there may be a penalty to pay.

If you're considering this, please log in and send us a secure message or contact us and we'll let you know what the penalty could be. You’ll also find details of early exit charges in the Key Product Information document provided when you open your account.

How can I give you a maturity instruction online?

When your fixed rate product comes to an end, we’ll let you know about the options you’ve got to take another fixed rate with us.

How can I manage my account?

It's easy to manage your Shawbrook savings account...

How can I view my statement?

If your account is registered for eSavings you can view your statement online. Log in, and click ‘eDocuments’ in the menu. From here you can read your statement online, save a copy to your computer or print a version for your records.

How do I change my nominated account or add a new nominated account?

You can change your nominated account by sending us a secure message through our savings platform, eSavings. For the subject, please choose 'change or register a nominated account' and choose the savings account you want to update.

How do I create a secure message?

To send us a message, just log in to your account and click 'Create message’ under the 'Messages' tab in the menu. There are a number of secure message categories for you to choose from to help us answer your query promptly.

How do I get large print, braille or audio copies of my statements?

Just get in touch with our customers services team by logging in and sending a secure message or contact us and we'll send a copy of your latest statement out to you in your preferred format.

How do I know you have responded to my secure message?

When we respond to a secure message you will receive an email to your registered email address asking you to log into your eSavings account to view the secure message.

How do I make a complaint?

You can make a complaint using our online complaints process. Please go to our complaints page to get started.

How do I make a deposit into my Savings account?

You can make a payment to us by electronic payments only. This includes Faster Payments, BACS and CHAPs.

As we don't take payment from you automatically, you'll need to make any payments from your nominated, or linked, account, using the following details:

Sort Code: 16-58-73
Account number: Your Shawbrook Savings Account number
Reference: Your name as the payment reference
Payee Name: Shawbrook Bank

If you're not sure what account number to use, you can  get help on how to find your account number.

We're not part of the confirmation of payee scheme, so your bank may tell you this when you try and make a payment. It's nothing to worry about.

For peace of mind, you may wish to make a small 'test' payment of £1. Once the payment has processed, you'll see it in your account.

If you already have an ISA and want to transfer your previous allowances to us, you can find out more on how to transfer an ISA.

How do I obtain a tax statement?

Your tax statement is usually available within 4 weeks of the end of a tax year. If you're registered for eSavings, you'll see this in the eDocuments section. If you receive paper statements, this will be posted to your registered address.

How do I open an account?

You can open an account on our website by selecting 'learn more and apply' next to the account you'd like.

How do I open my account?

To open an account, you can apply online via our website. When you complete your application, we will check your eligibility and verify your identity.

 

 

How do I register for eSavings?

If you've taken out a product with us online, you don't need to do anything more - you're already registered.

If you don't have an online product with us, please contact us and we'll be happy to help set this up.

How do I submit my withdrawal request?

Please check if there are withdrawal restrictions on your account before submitting a request.

How do I view all of my Shawbrook savings accounts within eSavings?

You should be able to see any accounts you've registered online in your eSavings portal. If you can't see some of your accounts, log in and send us a message via secure messaging explaining which accounts you'd like to be able to see and we'll work with you to register them.

How do I withdraw money from my account?

You can request a withdrawal by logging into your eSavings account online by selecting withdrawals and following the on-screen steps.

How much you can withdraw and how often will depend on the type of account:

How do you confirm my identity?

When we open your account, we'll check a number of things.

When your account is live, we take number of steps:

How long do I have to deposit money into my account after I open it?

Easy access accounts and notice accounts
You can deposit money at any point, up to the maximum deposit amount.

Fixed rate accounts
You can add more money to your account as long as the product is still open for funding, up to the maximum deposit amount. When we withdraw a product, you will be able to fund it for 7 working days after we withdraw it.

You can check if a product is withdrawn by checking our savings documentation page and checking the withdrawn product list.

ISAs
You can deposit money into an ISA account, even if it's a fixed term bond that's been withdrawn. You can only deposit up to £20,000 in an ISA per tax year, although you can arrange to transfer ISA funds from previous allowances into your account, subject to the maximum deposit amount.

If you opened your ISA with us before May 2018, your ISA may be closed to funding. Log in and send us a secure message or contact us and we’ll be able to check if you still add funds.

How quickly will the funds show in my account and when will I start to earn interest?

Funds are credited to your account the same working day, if you send them before 3.30pm. If you send the funds after this time or not on a working day (Saturday and Sunday or English bank holiday), the funds will credit your account the following working day.

How will the One Time Passcode (OTP) be sent to me?

We normally send the OTP as a text message to the registered mobile phone. You can choose to receive a voice message instead to your registered telephone number, which can be a landline number if you prefer.

I am an existing customer but not an online customer, can I open a new account that is online only?

Yes. Please go ahead and apply for your new savings account online and our team will then merge your new and existing profiles.

I have a savings account with digital statements. Can you send me a printed copy?

We send digital statements for you to view, download or print. Log in to your eSavings portal, go to the eDocuments tab (or select eDocuments from the menu if you're on a mobile device), and you'll see a list of documents. Simply open the document or download it and print it off.

I have forgotten my password?

If you've got a mobile number registered to your account, you can reset your password on the log in screen of eSavings. Just select 'reset password' and follow the instructions. We'll send a text with a temporary password.

I have forgotten or misplaced my customer number?

If you've forgotten your customer number, the best place to look is your email inbox.

I have just applied for an account online, does that mean I won't receive anything in the post?

That's right - you'll get everything you need to operate your account digitally. You can check your account using our log in. All your documents will be uploaded here too.

I have just sent an electronic payment but it's not showing on my online account?

Funds are credited to your account the same working day, if sent prior to 3.30pm. If funds are sent after this time or not on a working day (Saturday and Sunday or English bank holiday), the funds will credit your account the following working day. You will begin to earn interest once the credit has been applied to your account.

I need to update my contact number

You can confirm your phone number by logging in to your eSavings account.

I want to change my maturity instruction, how do I do that?

You can change your mind at any time and choose another product up until the maturity date of your current product. You may want to do this if rates have increased since you gave your original instruction and you’d like to take advantage of the new rates.

I'm having trouble using strong customer authentication

If you have any trouble gaining access to your account, please contact us.

I’m having trouble logging in to my eSavings account

To keep you safe and secure, our online services work with the latest browser updates. These can often be security updates, so the first thing to do is make sure your browser is up to date.

If this doesn’t solve the problem, you could also try turning off ‘auto-fill’ on your browser to stop it automatically entering passwords and see if that fixes the issue. You can find auto-fill settings in your browser settings or preferences. On some browsers it might be in the 'passwords' section.

If it still isn’t working, trying a different browser may help.

Watch our short video below which explains how to log in to your Shawbrook eSavings portal.

My bond is about to mature and the rates offered to me are different to the rates on your website

We create your maturity invite a few weeks before your bond is due to mature. That means that we may have new products on offer by the time your bond matures.

My savings rate has an issue number. What does this mean?

Whenever we release a new rate, we give it a new issue number. It helps us keep track of what product we're referring to, including what rate it offers.

What is confirmation of Payee

Most banks have introduced the 'confirmation of payee' scheme which is designed to help you avoid fraud.

As part of this check, your bank will search a database of current accounts and try to verify the sort code and account number.

Because we don't operate a current account, we're not included in this scheme. This means your bank is likely to say that they can't confirm the payee and that you should be careful, and to double check you're sending money to the right place.

There's no need to worry - as long as you use the sort code 16-58-73 and enter your eight-digit Shawbrook savings account number correctly, everything will go through fine.

What are cookies?

Cookies (sometimes known as a web cookies, Internet cookies, HTTP cookies or browser cookies) are tiny pieces of data that a web server creates and stores on your computer. This helps the server recognise you as you move around a website. If cookies weren't there, a lot of websites and services wouldn't function properly.

What are your opening hours?

Our opening hours are 9am to 5:00pm, Monday to Friday (excluding English public holidays).

What checks do you do before I can open a savings account?

We will verify your address, identity and nominated account details before opening an account for you.

What happens if I die?

In the event of your death, we will transfer savings held solely in your name to your executor or administrator.

What happens if I move abroad?

If you have become (or you’re planning to become) a non-UK resident you need to let us know before your status changes.
If you have a non-ISA account, we'll close the account in line with your terms and conditions, and we'll send your money to your nominated account.

What happens when my account matures?

When your account matures, you can withdraw your money, or put it into a new bond or notice account.

We'll write to you before your account matures and let you know what the options are if you want to transfer to a new product with us.

What is a customer number?

Your customer number is unique to you. You’ll have received this by email when you first signed up to eSavings (this may have been when you opened your account). You'll need this number to log into your eSavings account.

What is a easy access savings account?

An easy access account is a savings account that allows you to withdraw money without notice. Designed specifically for saving, these will typically offer a higher rate of interest than a current account.

What is a fixed rate savings bond?

A fixed rate savings bond is a type of savings account that involves putting your money away for a set period of time. Because you’re locking it away, you get a guaranteed amount of interest as we won’t change the interest rate during that time.

What is a login name?

You can choose to select a login name when using eSavings that will be remembered by your computer whenever you log in.

What is a nominated account?

A nominated account, or linked account, is the current account that you link to your savings account with us. Any money you put into your savings needs to come from that account, and any payments or withdrawals will need to go back to that account.

What is a notice savings account?

A notice savings account is a type of savings account that has no fixed term but requires a notice period before you can withdraw your money. They offer more flexibility than a fixed term account. They work best if you don’t want to lock your funds away for a long time but will know in advance when you need access to your savings.

What is a secure message?

A secure message is a way of safely communicating with us, as it can only be read by you when you log in to your eSavings account. They're a great way to ask questions about your account or to deal with queries.

What is eSavings?

eSavings is our online savings portal. You can use eSavings to securely manage your savings accounts online. For your accounts registered within eSavings you can:

What is Shawbrook Bank's sort code?

Our sort code is 16-58-73.

What is Strong Customer Authentication (SCA)?

Strong Customer Authentication (also known as SCA) is the process we will use to establish that it is really you when you try to access your savings account with us.

You'll also hear it called 'Two Factor Authentication' (or 2FA).

What is your postal address?

You can write to us at The Savings Team, Shawbrook Bank, Sunderland SR43 4AG.

It's quicker and easier to get in touch through eSavings, our digital savings portal and send a secure message. Find out how to send a secure message.

When can I make a deposit to my easy access savings account?

You can add money to your account, up to your maximum deposit amount, whenever you like.

When can I make a deposit to my fixed rate savings bond?

You can add more money to your account as long as the product is still open for funding, up to the maximum deposit amount.

If your bond is removed from sale (we'll do this when we issue new rates), you'll usually have seven days from removal to add any more funds to your account.

When can I make a deposit to my notice savings account?

You can add money to your account, up to your maximum deposit amount, whenever you like.

When can I withdraw money from my easy access savings account?

You can withdraw money from your account at any point, without giving us any notice.

When can I withdraw money from my fixed rate savings bond?

You will not be able to withdraw funds prior to end of your fixed term. Before expiry of your fixed term we will write to you to let you know the Shawbrook Savings options available for your maturing funds which will include withdrawing the funds out of the bank.

When can I withdraw money from my notice savings account?

You can withdraw money from your account at any point, but you’ll need to give us notice beforehand. This notice period will depend on your account.

When was strong authentication introduced?

These changes went live in January 2021.

When will I receive a statement?

Non-ISA Statements
The Key Product Information literature you received with your welcome letter will detail when you will receive your statement. It can vary, but normally we'll produce the statement on the anniversary of your first deposit and every year thereafter.
If your account is open less than a year, you'll receive a statement when the account is closed.

Cash ISA Statements
You will receive a statement on the anniversary of opening your account. If the account is open less than a year, you'll receive a statement when the account is closed.

When will I receive my withdrawn funds?

Easy Access Accounts & ISA accounts

It takes a working day for funds to reach your account, so if you make your request on a Wednesday, the funds will be with you by midnight on Thursday.

Our payment process halts at the weekends and on public holidays, so payments can take longer.

  • Cut-off times for eSavings
    You'll need to request a withdrawal by 9.30pm on a working day in order for your funds to reach you the next working day.

  • Cut-off times for phone and secure message requests
    You'll need to request a withdrawal by 2.30pm on a working day in order for your funds to reach you the next working day.

  • Requests made at the weekend
    If you make a withdrawal request after the cut-off point on Friday, or at any point on a Saturday or Sunday, you will receive your funds by midnight on Tuesday. If there's bank holiday, this will add an extra day to the process.
Notice Accounts

When you request a withdrawal of funds from your notice account, you will be told which date the notice expires on, in advance. You'll typically receive your funds the next working day after this date.

Fixed Term Accounts

Before expiry of your fixed term we will write to you to let you know the Shawbrook Savings options available for your maturing funds which will include withdrawing the funds out of the bank.

Where can I find my savings account number?

You can find your account numbers a few ways. The easiest way is to log in to eSavings, go to 'Accounts' then 'view all accounts'.

If you applied online, you'll be set up with eSavings automatically. It will also be in any statements we've sent to your secure mailbox in eSavings, as well as the welcome pack.

Where can I view my nominated account?

If you are a registered user of eSavings, you can view your nominated account details by logging in to your eSavings account and going to the 'My Accounts' tab. Click on 'Account Details' tab and then select an account to view. You'll see your nominated account in 'additional information'. 

 

Where will my funds be sent?

Withdrawals out of Shawbrook Bank will be made to your nominated account. We cannot issue a payment to a third party from your savings account. If you need to, you can change your nominated account.

Why choose a fixed rate savings bond?

Whether a fixed rate savings bond is the best option will depend on your circumstances and savings goals. But some of the benefits include:

Why choose a notice savings account?

Whether a notice savings account is the best option will depend on your circumstances and savings goals. But some of the benefits include:

Why choose an easy access savings account?

Whether an easy access savings account is the best option will depend on your circumstances and savings goals.

Why do I need to provide nominated bank account details?

We need you to nominate an account so we can link it to your savings account. This helps us keep your money safe by only receiving money from or sending money to one account that you've nominated and which you are named on. It also helps us identify you electronically when you set up your account.

Why is the interest rate showing as 0% in my account?

The interest rate will show as 0% until you deposit the minimum balance required for the account you chose. You can find out what that minimum balance required is in the Key Product Information (KPI) document provided when you open your account.