Customer Needs Tool

When you need to help manage a customer’s financial affairs or pay their bills, there are several types of arrangements you can make in order to support them.

You only need to show us arrangements which cover property and financial affairs. If you need to help make decisions on where a customer lives, their medical care or daily routine, visit the ‘Office of the Public Guardian’ or ‘The Office of Care and Protection’.

Get an idea of the type of access that suits you best with our quick and simple ‘Customer Needs Tool’.

Where does the account holder live?

Please select an option to continue

Type of access

Country where account is registered

Suitable for customers who have mental capacity

Card

Cheque Book

Branch servicing

Telephone Banking

Internet Banking

General/Ordinary Power of Attorney

United Kingdom

Yes

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Enduring Power of Attorney

England & Wales
Northern Ireland

Yes*

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Lasting Power of Attorney

England & Wales

Yes*

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Continuing Power of Attorney

Scotland

Yes*

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Deputyship Order

England & Wales

No

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Guardianship Order

Scotland

No

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Controllership Order

Northern Ireland

No

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Intervention Order

Scotland

No

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Third Party Mandate

United Kingdom

Yes

Tick in green circle

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Country where account is registered

United Kingdom

Suitable for customers who have mental capacity

Yes

Card

Tick in green circle

Cheque Book

Tick in green circle

Branch servicing

Tick in green circle

Telephone Banking

Tick in green circle

Internet Banking

Tick in green circle


Country where account is registered

England & Wales
Northern Ireland

Suitable for customers who have mental capacity

Yes*

Card

Tick in green circle

Cheque Book

Tick in green circle

Branch servicing

Tick in green circle

Telephone Banking

Tick in green circle

Internet Banking

Tick in green circle


Country where account is registered

England & Wales

Suitable for customers who have mental capacity

Yes*

Card

Tick in green circle

Cheque Book

Tick in green circle

Branch servicing

Tick in green circle

Telephone Banking

Tick in green circle

Internet Banking

Tick in green circle


Country where account is registered

Scotland

Suitable for customers who have mental capacity

Yes*

Card

Tick in green circle

Cheque Book

Tick in green circle

Branch servicing

Tick in green circle

Telephone Banking

Tick in green circle

Internet Banking

Tick in green circle


Country where account is registered

England & Wales

Suitable for customers who have mental capacity

No

Card

Tick in green circle

Cheque Book

Tick in green circle

Branch servicing

Tick in green circle

Telephone Banking

Tick in green circle

Internet Banking

Tick in green circle


Country where account is registered

Scotland

Suitable for customers who have mental capacity

No

Card

Tick in green circle

Cheque Book

Tick in green circle

Branch servicing

Tick in green circle

Telephone Banking

Tick in green circle

Internet Banking

Tick in green circle


Country where account is registered

Northern Ireland

Suitable for customers who have mental capacity

No

Card

Tick in green circle

Cheque Book

Tick in green circle

Branch servicing

Tick in green circle

Telephone Banking

Tick in green circle

Internet Banking

Tick in green circle


Country where account is registered

Scotland

Suitable for customers who have mental capacity

No

Card

Tick in green circle

Cheque Book

Tick in green circle

Branch servicing

Tick in green circle

Telephone Banking

Tick in green circle

Internet Banking

Tick in green circle


Country where account is registered

United Kingdom

Suitable for customers who have mental capacity

Yes

Card

Tick in green circle

Cheque Book

Tick in green circle

Branch servicing

Tick in green circle

Telephone Banking

Tick in green circle

Internet Banking

Tick in green circle

*If set prior to losing mental capacity
Note that some services are not available to organisations.


Plan your next steps

Follow our step by step guide to help you register a trusted person to manage your account and money matters.