Someone to manage your affairs

If you need help looking after your money, or want to support someone else, you can give someone you trust access to your accounts.

Man smiling and wearing headphones

Three steps to appoint someone or become a representative

What to do if your situation changes?

What happens if I or the representative changes address? expandable section

You need to tell us if this happens. Please call us. Alternatively, you can visit your local branch.
What happens when a marriage or civil partnership ends? expandable section

If you and the representative are married or in a civil partnership, their authority will come to an end when the marriage / civil partnership formally ends, unless the legal document says otherwise.

This applies to all types of power of attorney, but not to court appointments, such as deputyship or guardianship.
What would happen if the representative passed away? expandable section

If the representative passes away, we must be notified. We would need the death certificate or updated lasting power of attorney document stamped by the relevant Office of the Public Guardian; England and Wales, Scotland and Northern Ireland.

Please call us. Alternatively, you can visit your local branch.
What would happen if the account holder passed away? expandable section

If the account holder passes away, the representative access would stop and the estate would be managed under the bereavement process.

Further support

Calls and online sessions may be monitored and recorded. Not all Telephone Banking services are available 24 hours a day, seven days a week.