How we can help
There are no hard and fast rules around how our personal circumstances can impact us which is why it’s important to let us know so that we can make sure our colleagues are offering you the right level of support.
We can also tailor your journey with us to meet your needs.
Saga Personal Finance works with trusted partners to provide our products and services and together we can provide additional support services should you need them. These include:
Saga Savings, provided by Goldman Sachs International Bank Limited
Saga Savings are committed to supporting all of our customers – whether that’s with adding someone to help manage your account, accessibility concerns or other life events such as bereavement – and we are here to help whatever comes your way. For more information on how Saga can assist you please visit sagasavings.co.uk/help.
If you would like to get in contact with the Saga Savings team, all the contact information can be found on our contact us page.
British Sign Language – If you are an existing Saga Savings customer you are able to contact the Saga Savings team using British Sign Language (BSL).
The Saga Savings Platform, powered by Flagstone
The Saga Savings Platform exists to help you protect and grow your cash. But, if you need answers, they’re never far away. Just contact us by phone or email, Monday-Friday, and we’ll be on hand to help.
Whether you’re completing your application, opening new savings accounts, or simply logging in for the first time, we’re here to help.
For those with visual impairment – you can make the text in our platform easier to read by adjusting the text size in your browser settings. You can read more on this guide from AbilityNet.
Giving someone else permission to access your account – if you’re having trouble navigating your account, you can give someone else access to your Saga Savings Platform account. They’ll be able to view your portfolio, make transactions by phone on your behalf, and get you back online if you’ve been logged out of your account.
For more information on how to give someone access to your account, just Contact us.
The Saga Savings Platform is powered by Flagstone, the UK’s leading cash deposit platform.
Saga Legal, in partnership with Co-op Legal Services
Co-op Legal Services is committed to ensuring that we fully understand the needs of our vulnerable clients and that we embed this understanding in all our ways of working.
All our front-line team members receive mandatory training aimed at the identification and support of vulnerable clients. We have designated vulnerable client champions across each of our practice area alongside a vulnerable client working group that meet monthly to discuss any changes in policy, legislation and to share feedback.
Co-op Legal Services also offer a number of helpful tools which will provide more information on what's involved in being the executor or administrator of someone's estate. Find out more about the things that need to be done when someone dies on their website.
We have a range of communication channels available to meet client needs: telephone, video call, email and face-to-face.
Should you require any additional support, please let your adviser know. Details of how to get in touch with Co-op Legal Services can be found on our Contact us page.
Saga Equity Release, provided by HUB Financial Solutions Limited
Alternative document formats – If you require large print, braille or audio alternatives, please contact the Saga Equity Release team on 0800 096 7120 who will be able to arrange this for you. Lines are open Monday to Thursday 9am to 8pm, Friday 9am to 5.30pm and Saturday 10am-3pm, excluding Bank Holidays.
Call-back service – Sometimes you may need a little extra time to digest things, that’s why the Saga Equity Release team are always happy to call you back at a time that is convenient to you, just say if this is the case, or request a call back.
Face to face or telephone appointments - Saga Equity Release can offer both telephone or face to face appointments with advisers. If you would like to arrange an appointment then call the team on 0800 096 7120.
Bereavement service - To inform Saga of a bereavement please call our team on 0800 092 3816. If your loved one has taken out equity release with Saga please also contact the provider using the details on the documents you have.
If you would like to get in contact with the Saga Equity Release team, all the contact information can be found on our Contact us page.
Saga Investments, provided jointly by HUB Financial Solutions Limited and Hubwise Securities Limited
At Saga Investments, we pride ourselves on our customer service and the culture we instil in all our staff. We aim to provide an individualised touch and a positive experience for every customer regardless of their circumstances.
Alternative document formats - If you need large print, braille or audio alternatives, please contact the Saga Investments Team on 0800 302 9755. They’ll be happy to arrange this for you. Lines are open from Monday to Friday, 9am to 5pm.
Bereavements – To inform us of a bereavement, please call the Saga Investments Team on 0800 302 9755. They’ll support you in any way they can. Lines are open from Monday to Friday, 9am to 5pm.
Full contact information for the Saga Investments Team can be found on the Contact us page.
Saga Mortgages, provided by Tembo
Tembo work hard to make the Saga Mortgages experience as inclusive as possible. They’ve introduced a range of accessibility measures to allow everyone to use the service and get the most out of the useful tools.
The Saga Mortgages website
- Written in plain English
- Avoids jargon where possible and explains any terms clearly
- The Web Content Accessibility Guidelines are at the forefront of their website design
- Has a Learning Hub
- Frequently asked questions
- Ability to zoom in/out on all browser types
- Subtitles on videos
Communication channels
They offer various communication channels throughout the customer journey including:
- Phone call
- Text message
- Email
- Live chat
- Video call
These support a wide range of customer needs. Please let your broker or mortgage expert know which method of communication you prefer.
Saga Mortgages can offer a mortgage advice appointment in British Sign Language (BSL) for those who are Deaf or have hearing impairments. The appointments are held on a secure video link. If you require this service, please let our team know as soon as possible so we can arrange this for you.
Support of a friend/family member
If you would like the support of a friend or family member throughout our service please let Tembo know.
Extra support
It’s important you receive the support that enables you to access Tembo’s services, so if you do require any additional support please let Tembo know. When you tell them more about you and how they can help, it may help Tembo to better support you. Tembo might not always be able to help, but by understanding your circumstances and support needs they’ll have the opportunity to offer you the best support they can. Tembo also welcome feedback to help develop the service to help others in the future.
If you require any additional support with your mortgage or protection journey or would like to share feedback – please email hello@tembomoney.com
Additional Support
Text relay service - If you use text relay in other areas of your life, rest assured, we can also interact with you this way. For more information on how to use this service in conjunction with Saga, please refer to your usual text relay service provider.
Bereavement guide - The death of someone close can be one of the hardest situations you face in life. We understand that having to make complicated decisions and unfamiliar actions can place added pressure on you during what is already a sad time. Saga have written a bereavement guide which details some of the steps you may need to take.
We understand that sometimes personal finance can be complicated, some of the questions we ask can seem technical and might be difficult to understand. It’s important that you are comfortable and confident that we are meeting your personal finance needs.
To help us help you:
- Don’t be worried about asking questions
- Don’t be afraid to ask us to repeat a question
- Please tell us if you need us to slow down or speak up
- If you would prefer us to speak to someone you trust who you would like to make decisions on your behalf, just let us know
- If a call becomes overwhelming, please let the call handler know, and we’ll call you back once you’ve had a break.
