Help on Lloyds
You can now use the Lloyds Help Centre for help and support.
Halifax power of attorney FAQs
Your power of attorney questions answered.
I look after somebody else's accounts:
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I bank with... |
They bank with... |
Guidance |
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I bank with... Halifax |
They bank with... Lloyds |
Guidance |
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I bank with... Lloyds |
They bank with... Halifax |
Guidance |
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I bank with... Halifax |
They bank with... Halifax |
Guidance |
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I bank with... Bank of Scotland |
They bank with... Halifax |
Guidance |
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I bank with... Another provider |
They bank with... Halifax |
Guidance |
Someone else manages my accounts and I bank with Halifax:
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This is where you have legal permission to manage someone else's accounts on their behalf, for example, power of attorney or court of protection.
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No, you won’t need to set up your representative access again.
To continue managing your own accounts and the accounts you manage for someone else, you need to use Lloyds online banking. To access Lloyds online banking, use the Lloyds login details you already have and you’ll see your accounts and the accounts you look after. Just toggle views to switch between accounts.
If you don't have Lloyds login details, start the move to Lloyds by logging in to Halifax online banking and we'll guide you through getting set up with Lloyds. Once in Lloyds online banking you’ll see your accounts and the accounts you look after. Just toggle views to switch between accounts.
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Your existing arrangements will continue. But if you manage someone else’s accounts online, or someone looks after your accounts online, there’s likely to be a change to how you access them.
Find the right help for you -
No. You can carry on looking after your accounts in the same way you do today.
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Halifax online banking is no longer available. To manage the accounts and policies you look after online use Lloyds online banking. If you already have Lloyds online banking, you can now use your existing login details to look after these accounts on a desktop. If you don't have any accounts with Lloyds, Halifax or Bank of Scotland, but do use online banking to look after someone else's Halifax accounts, see the relevant section.
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If we’ve been notified that someone can’t look after their own accounts anymore, we’ll communicate with the person who’s legally authorised to act for them, for example, their representative, rather than the customer or account holder directly.
Where we hold instructions to communicate through a legally authorised representative, we’ll send communications to that representative instead. If you haven't received communication regarding this change, see the relevant section.
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You can’t see or look after someone else's accounts in the Lloyds app, but you can use a browser on your desktop or mobile. You can only use the app to look after your own accounts.
I bank with Halifax, somebody else looks after my accounts
FAQs to explain how your accounts can be managed on your behalf.
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Your accounts and policy details stay the same, including account numbers, sort codes, policy numbers and roll numbers.
Nothing will change about who can act on your behalf or what they can do. Your existing arrangements will continue, and you won't lose access or control.
If they don't have Lloyds login details, they can start the move to Lloyds by logging in to Halifax online banking and we'll guide them through getting set up with Lloyds.
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Halifax online banking is no longer available. For your legally authorised person to continue managing your accounts and policies online, they need to use Lloyds online banking.
They can get started in Halifax online banking and we'll guide them through getting set up with Lloyds.
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No. You don’t need to do anything. Your accounts and arrangements will continue as they are.
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Yes. Your legally authorised person will be able to carry on looking after your accounts. If they manage your accounts online, they need to use Lloyds online banking.
They can get started in Halifax online banking and we'll guide them through getting set up with Lloyds.
If they don't have Lloyds login details, start the move to Lloyds by logging in to Halifax online banking and we'll guide you through getting set up with Lloyds.
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No. You’ll carry on having control of your accounts. The arrangements you currently have in place with the person you’ve chosen to act on your behalf won’t change.
I bank with Halifax and look after someone's Lloyds accounts online
FAQs to explain which login to use and how to move between accounts.
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Nothing will change with the way you look after these accounts. You can still access them online. The Lloyds login details you use today will stay the same.
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Halifax online banking is no longer available. To continue managing your own accounts and the accounts you manage for someone else, you need to use Lloyds online banking.
To access Lloyds online banking, use the Lloyds login details you already have and you’ll see your accounts and the accounts you look after. Just toggle views to switch between accounts.
You can carry on looking after your own Halifax accounts in the Lloyds app too.
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You’ll be able to see your own accounts and the ones you look after when you log into Lloyds online banking on a desktop or mobile browser. Just toggle views to switch between accounts. You can carry on looking after your own accounts in the app.
I bank with Lloyds and look after someone’s Halifax accounts online
FAQs to explain which login to use and how to move between accounts.
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Halifax online banking is no longer available. You’ll be able to access the Halifax accounts you look after by logging into Lloyds online banking, using your Lloyds login details. Just toggle views to switch between accounts.
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Instead of logging into Halifax online banking on a desktop, you’ll need to log into Lloyds online banking on a desktop using your Lloyds login details.
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You can carry on using your existing Lloyds login details to manage your own accounts in the app, or online banking on a desktop or mobile browser.
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Yes. You’ll be able to see them all when you log into Lloyds online banking on a desktop or mobile browser. Just toggle views to switch between accounts. You can carry on managing your own accounts in the app, but you won’t be able to see the other accounts you look after there.
I bank with Halifax and look after someone’s Halifax accounts online
FAQs to explain which log in to use and how to move between accounts.
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The Halifax app and online banking are no longer available. To continue managing your accounts in the app and the accounts you’re legally authorised to manage online, you need to start using the Lloyds app and online banking.
Start in your Halifax app and we'll guide you through getting set up with Lloyds.
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Yes. Once you’ve moved to Lloyds online banking you’ll see your accounts and the accounts you look after. Just toggle views to switch between accounts.
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You’ll be able to access your Halifax accounts in Lloyds online banking using your Halifax login details. To get started, log in to Halifax online banking and we'll guide you through getting set up with Lloyds.
Once in Lloyds online banking you’ll see your accounts and the accounts you look after. Just toggle views to switch between accounts.
You can carry on looking after your own Halifax accounts in the Lloyds app too.
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Yes. You’ll be able to see your own accounts and the ones you look after when you log into Lloyds online banking on a desktop or mobile browser. Just toggle views to switch between accounts. You can carry on managing your own accounts in the app, but you won’t be able to see the other accounts you look after there.
I don’t have any accounts with you, but I look after someone’s Halifax account
FAQs to explain what happens if you don’t have an account with Halifax, Lloyds or Bank of Scotland but need to manage someone’s Halifax account.
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Yes. Once you've moved to Lloyds, you’ll be able to look after their accounts in the same way you do today.
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No. Once you’ve moved to Lloyds online, you’ll be able to carry on looking after them the same way you do now.
I bank with Bank of Scotland and look after someone’s Halifax accounts online
FAQs to explain which log in to use and how to move between accounts.
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Halifax online banking is no longer available. To continue managing the accounts you look after for someone else, you need to use Lloyds online banking.
Get started in Halifax online banking and we'll guide you through getting set up with Lloyds.
We're making things easier all the time, so you'll soon be able to look after Halifax accounts in Bank of Scotland online banking too.
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Yes. Once moved, you’ll be able to see and manage their accounts in the same way you do today.
Your security comes first
What you can expect when you Bank on Lloyds
Customers have been trusting Lloyds to support their financial goals for generations, backed by 250 years of expertise. As the Halifax brand changes to Lloyds, you’ll have access to a wide range of financial products to help you meet your financial goals, big or small.