Step by step process guide

Here’s a guide on how to register a trusted person to manage your account and finances

1. Confirm ‘Access Type’ required

Confirm the ‘Access Type’ required

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.

3. Book Appointment

To get set up for a ‘Representative Access’, you'll have to attend an appointment in branch.

You can book an appointment using these options:

  • Call us on 0345 300 0071. Lines are open 24 hours a day, 7 days a week

OR

  • Visit your local branch

Please note: if more than one person is being registered, you should mention this to the colleague booking your appointment. This is to ensure enough time is allocated.

4. Attend Appointment in Branch

To ensure your appointment runs smoothly:

5. Transacting on the account

When you visit us in branch, you can register for:

  • Telephone banking* to speak over the phone if you have any queries.
  • Internet 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.