Read our easy guide on how to register a trusted person to manage your account and money matters.
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.
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.
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.
You will need the following items with you to complete registration:
When you register, you can also apply for:
*Unless legal document says otherwise.