Read our easy guide on how to register a trusted person to manage your account and finances.
Confirm the ‘Access Type’ required
Please note: if you do need documentation for the access type you are setting up you should ensure you have this in place before booking the appointment. For more guidance, please visit the website of the Office of the Public Guardian. For Scotland, please visit the website of the Office of the Public Guardian.
To get set up for a ‘Representative Access’, you'll have to attend an appointment in branch.
You can book an appointment using these options:
Please note: if more than one person is being registered, you should mention this to the colleague booking your appointment. This is to ensure enough time is allocated.
To ensure your appointment runs smoothly:
When you visit us in branch, you can register for:
*Unless legal document says otherwise.