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I’d like to help someone manage their finances

We understand that managing the account and finances of a family member or friend can come at a stressful time for you. With so many decisions to make, it can be hard to know where to start so we’ll make it easy and straightforward.

You can find more information in the different access types section to understand which access type is best suited to your needs and follow our step by step guide to get started.

Depending on the type of access granted, it may cover:

  • Telephone and Internet banking
  • Transactions and statements
  • A debit card for the account

We also have a specialist team who are trained to support you now and in the future.  For further advice and information, you can call us on 0345 300 0071 or contact the Office of the Public Guardian (Office of Care and Protection in Northern Ireland).

help

Different access types

There are several types of access available. You can choose the one that’s best suited for your needs.

Find out more

plan

Plan your next steps

Follow our step by step guide to help you register a trusted person to manage your account and finances.

Find out more