A trusted person can help you manage your account and money matters. This could be a family member, friend or neighbour.
There are a number of reasons why someone may need to act on your behalf. You may be living abroad or have serious health conditions.
The person you choose can manage your account in different ways. Choosing the right option will depend on your case or condition.
You can choose to allow one of the following types of access to your accounts:
You can find out more about the types of access in the Different access types section.
Complete a series of questions to determine what access is appropriate for your needs
A quick and easy way to get started is for the representative of the customer to book an appointment in branch by calling us on 0345 300 0071. Lines are open 8am - 8pm, seven days a week.
You need to take the following with you:
Once we’ve got what we need, we’ll register the documents while you’re in the branch with the support of our specialist team.
Have your circumstances changed since you first set up access for someone to help manage your financial affairs? Don’t worry, we are here to help!
If you or the named representative(s) change address you will need to tell us about it. You can do this by calling us or visiting your local branch.
If you and the named representative are married to each other or in a civil partnership and separate, the arrangement will come to an end unless the legal document states otherwise. This applies to all types of Power of Attorney, but not to court appointments such as deputyship or guardianship.
You must notify us if the representative passes away and supply us with the death certificate or an updated Lasting Power of Attorney document stamped by the Office of the Public Guardian confirming the deceased (if applicable). You must also notify us if the account holder passes away and supply us with the death certificate.
There can be other circumstances that bring an agreement to an end. Contact the Office of the Public Guardian or the court for more information.
Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278. Authorisation can be checked on the Financial Services Register at www.fca.org.uk. Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS).
Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065.