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Official guidance
Help to Save Technical Manual

HSTM02000 · Eligibility

  • HSTM02100 · Home (landing page)
  • HSTM02200 · Eligible persons
  • HSTM02300 · Benefit entitlement conditions
  • HSTM02400 · UK connection condition
  • HSTM02500 · UK connection condition - Crown Servants and UK Armed Forces
  • HSTM02600 · UK connection condition - other temporary absences
  • HSTM02700 · Account holder not being in the United Kingdom
  1. Eligibility: contents
  2. Eligibility: eligible persons

HSTM02200 | Eligibility: eligible persons

From HM Revenue & Customs · Help to Save Technical Manual

To be eligible for the Help-to-Save scheme an individual must meet all of the following three criteria:

  • The individual must meet one of the benefit entitlement conditions

  • The individual must meet the UK connection condition

  • The individual must not have previously opened a Help to Save account

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