The challenging times we’re all experiencing means we’re getting a lot more calls than usual and our call times are longer. So we can support people in the most vulnerable situations, we ask that you only call us if your enquiry is urgent. You can still use our online and mobile banking services and our automated service.

Help someone manage their finances

We know how hard it is to help a friend or family member to manage their finances.

With so many decisions to make, we are here to support and guide you. We'll talk you through the process and provide help on what to do.

You can find out more in the different access types section. This will help you understand which access type is best suited to your needs.

You can also follow our step by step guide to get started.

Depending on the type of access granted, it may cover:

  • Telephone and Internet banking
  • Transactions and statements
  • A debit card for the account

We also have a specialist team who are trained to support you now and in the future.  For further advice and information, you can call us on 03453 00 00 51 or contact the Office of the Public Guardian (Office of Care and Protection in Northern Ireland).

Different access types

There are several types of access available. You can easily choose one to suit your needs.

Find out moreabout different access types.

Plan your next steps

Need a hand? Our step by step guide will help you register a trusted person to manage your account and finances.

Find out morein our step by step guide.