Help someone manage their finances

I’d like to help someone manage their finances

When you decide to help someone manage their account and money matters, it can be hard to know where to start. With so many decisions to make, we’ll make it easy and straightforward. We'll talk you through the process and provide help on what to do.

You can find out more in the different access types section. This will help you understand which access type is best suited to your needs.

You can also follow our step by step guide to get started.

Depending on the type of access granted, it may cover:

  • Telephone and Online banking
  • Transactions and statements
  • A debit card for the account

We also have a specialist team who are trained to support you now and in the future. For further advice and information, you can call us on 03453 00 00 41 or contact the Office of the Public Guardian (Office of Care and Protection in Northern Ireland).

Different access types

There are a number of access types. We've made it easy for you to choose the one best suited for your needs.

Types of Accessfor representatives to be able to access your account

Plan your next steps

Our step by step guide will help you through registering someone to manage your account and money matters. It’s simple and secure.

Guide for Trusted Person registration