Your savings and investments
To work out your charge, we include
- bank, building society and savings accounts
- half of bank, building society and savings accounts held in joint names. If the account is in the name of someone other than a spouse or partner then that person will need to show that they have contributed to the account
- premium bonds
- shares, calculated at market value
- national savings certificates
- annuity income
- any other savings or investments.
If you own your home, we incude its value with your savings and investments.
We may also include
- savings or income bonds - you will need to provide full details
- trust funds - we need a copy of the trust document.
We may be able to ignore investments which include an element of life insurance. If you have such a product, it is up to you to clarify this with us as soon as possible.