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 more

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 more