Appointing someone to manage your affairs
If you need help looking after your money, you can give someone you trust access to your accounts. Find out about the different ways they can help you and what they need to do.
Types of access
There are different types of access available. Most will allow your appointed person to manage your accounts online, or use telephone banking, and come with their own debit card.
These are the most common types of access:
If you don’t want to hand over control of your finances, we also offer a My Trusted Person Card. This is a debit card linked to your personal current account that you can give to someone you trust to shop for essentials or withdraw money from a cash machine on your behalf.
What type of access do I need?
Whether you want to give someone access, or you are looking for access options on behalf of the account holder, use our quick and simple questionnaire to find out which type of access would best suit your circumstances.
What do I do next?
If you know what access you need, your appointed person can follow this step-by-step guide to arrange it with us:
More help and guidance
If you want to find out how to register a power of attorney, court order or apply for a third party mandate for someone else, call us on 0345 300 0041 and our specialist team will support you.
You can get further advice and information from the Office of the Public Guardian in England and Wales, the Office of the Public Guardian in Scotland, the Office of Care and Protection in Northern Ireland or your solicitor.
Supporting you in exceptional circumstances
We appreciate that there will be times where you need to support a family member with their finances but do not have any power of attorney or third party access in place.
If you are in this position and need to talk to someone, please contact us on 0345 300 0041 and we may be able to help in the short term while you apply for longer term access.
What to do if your situation changes
You’ll need to tell us if this happens. Please call us or you can visit your local branch.
If you and your appointed person are married or in a civil partnership, the arrangement will come to an end when you separate, unless the legal document says 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 your appointed person passes away and supply us with the death certificate or updated lasting power of attorney document stamped by the Office of the Public Guardian.
Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.