What is a statement?

Your statement is a summary of all deposits, withdrawals, payments and charges on your account in a certain period.

How will I receive my statement?

You can choose how you want to receive your statements.

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Paperless statements

We’ll email you to let you know when each statement is ready to view online.

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Paper statements

We’ll post each statement to you when it’s ready.

How often will I receive a statement?

How frequently we send statements depends on the type of account. Whether they’re paperless or paper doesn’t affect how often we send them.

You can choose to receive statements weekly, monthly, every 3 months, every 6 months or every 12 months. To do this, you just need to call us or send us a secure message.

We’ll send a statement more frequently than you’ve chosen whenever:

  • 25 transactions have occurred on your account since your last statement was produced
  • There's been a debit on your account in any month and you've chosen to receive statements less frequently than monthly.

Please note: For joint accounts we only produce one statement.

We send a statement every 12 months. We’ll send a statement more frequently whenever:

  • 25 transactions have occurred on your account since your last statement was produced
  • There’s been a withdrawal on your account in any month.

We send statements monthly. You can choose your monthly statement date, which is when we’ll either post it to you or let you know it’s ready to view online.

We send a statement once every 12 months, apart from for Britannia Flexible and Offset mortgages, which we send once every 3 months.

Paperless statements

Opt in to create less waste, less clutter, and view statements online whenever you like. You’ll be able to see a statement online once we’ve sent you an email to let you know it’s ready to view, and see other paperless statements going back a certain period. Any statements which we’ve sent by post won’t be visible online even if you later opt in to paperless statements.

For current accounts, savings accounts, loans, and ISAs, you can:

  • Opt in and view paperless statements in online banking and the mobile app
  • See paperless statements going back up to 7 years.

For credit cards you can:

  • Opt in and view paperless statements in online banking only
  • See paperless statements going back up to 6 months.

For our mortgages, you cannot opt in to paperless statements.

More about paperless statements

Copy statements

It’s easy to print paperless statements if you have access to a printer. If you're unable to print, you can ask us to post you a copy of a paperless or paper statement.

For current accounts, savings account, loans, ISAs and credit cards:

For mortgages:

  • It will cost you £25 per statement
  • You can order a copy statement from any year you've had a mortgage by calling us.

Once we’ve sent the copy, you should receive it within 7 Business days. To avoid any delay if you’re requesting copies by secure message, please mention that you agree to the above charges.

Statement abbreviations

Find out what the different abbreviations on your statement mean.

Statement abbreviations

Statements of interest and tax certificates

You may need a statement of interest or a tax certificate to complete your self-assessment tax return or to complete an income tax repayment claim from HMRC.

Request a statement of interest or tax certificate

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