Step by step guide.

Read our easy guide on how to register a trusted person to manage your account and money matters.

1. Confirm ‘Access Type’ required

Make your choice Choose which Power of Attorney or other type of third party access is right for you See ‘Access Type’ for more information.

2. Prepare documentation if required

Please note: if you do need documentation for the access type you are setting up you should ensure you have this in place before booking the appointment. For more guidance, please visit the website of the Office of the Public Guardian. For Scotland, please visit the website of the Office of the Public Guardian in Scotland.

3. Talk to a Specialist

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.

We’ll need to verify all the appointed representatives who will have access to your account, they can arrange independent appointments if that’s easier.

If the representative needs to make decisions with another representative (act Jointly) they will need a branch appointment and must attend the appointment together.

* In some circumstances you may not be able to register over the phone.

4. Items to complete registration

You will need the following items with you to complete registration:

  • Your original or certified copy of the Power of Attorney or other type of order. A court appointed deputy will need to bring in the original Court of Protection document.
  • Documents that prove your identity and the identity of your representative, like a valid current passport (full and signed), and proof of address (if you are new to Halifax).
  • If you’re acting on behalf of an organisation, we will need to see the appointed representatives listed on the organisation’s headed paper.

5. Transacting on the account

When you register, you can also apply for:

    • Telephone banking* to speak over the phone if you have any queries.
    • Online banking* to allow you to keep track of your account(s)
    • See our ‘At a glance’ summary for more information.

*Unless legal document says otherwise.