A trusted person can help you manage your account and finances. This could be a family member, friend or neighbour.
There are a number of reasons why someone may need to act on your behalf. You may be living abroad or have serious health conditions.
The person you choose can help you manage your finances in a variety of ways. Choosing the right option will depend on your situation and needs.
You can choose to allow one of the following types of access to your accounts:
You can find out more about the types of access in the Different access types section.
Complete a series of questions to determine what access is appropriate for your needs
Find out how quick and easy it is to get started by booking an appointment in branch by calling us on 0345 300 0051. Lines are open 8am - 8pm, seven days a week.
You need to take the following with you:
Once we’ve got what we need, we’ll register the documents while you’re in the branch with the support of our specialist team.
Have your circumstances changed since you first set up access for someone to help manage your financial affairs? Don’t worry, we are here to help!
If you or the named representative(s) change address you will need to tell us about it. You can do this by calling us or visiting your local branch.
If you and the named representative are married to each other or in a civil partnership and separate, the arrangement will come to an end unless the legal document states otherwise. This applies to all types of Power of Attorney, but not to court appointments such as deputyship or guardianship.
You must notify us if the representative passes away and supply us with the death certificate or an updated Lasting Power of Attorney document stamped by the Office of the Public Guardian confirming the deceased (if applicable). You must also notify us if the account holder passes away and supply us with the death certificate.
There can be other circumstances that bring an agreement to an end. Contact the Office of the Public Guardian or the court for more information.