Someone you trust can help you manage your account and money matters. Your family members, friends or even a neighbour, local authority, charity or carer can help you.
There may be several reasons why you need someone to help you. You may be living abroad or have a serious illness.
The person you choose can manage your account in a number of ways. Choosing the right option will depend on your needs and circumstances.
You can choose to allow one of the following types of access to your accounts:
Depending on circumstances, there are occasions where a different type of access may be required. Please see below:
There are a number of access types. We've made it easy for you to choose the one best suited for your needs.
Our step by step guide will help you through registering someone to manage your account and money matters. It’s simple and secure.
Find useful information for family, friends and support organisations.
Complete a series of questions to determine what access is appropriate for your needs
You can register over the phone* or arrange a branch appointment by calling 0345 300 0041. Lines are open 8am - 8pm, seven days a week.
*In some circumstances you may not be able to register over the phone
You will need the following items to complete registration:
Once we’ve got what we need, we’ll register the documents while you’re in the branch with our specialist team available to support you.
There’s more information for you on our Appointing someone to manage your affairs (PDF) guide
Have your circumstances changed since you first set up access for someone to help manage your financial affairs? Don’t worry, we are here to help!
If you or the named representative(s) change address you will need to tell us about it. You can do this by calling us or visiting your local branch.
If you and the named representative are married to each other or in a civil partnership and separate, the arrangement will come to an end unless the legal document states 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 the representative passes away and supply us with the death certificate or an updated Lasting Power of Attorney document stamped by the Office of the Public Guardian confirming the deceased (if applicable). You must also notify us if the account holder passes away and supply us with the death certificate.
There can be other circumstances that bring an agreement to an end. Contact the Office of the Public Guardian or the court for more information.