Someone to manage your affairs
If you need someone you trust to manage your accounts, or would like to support someone else, we are here to help.
Three steps to appoint or become a representative
What do I do if circumstances change?
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.
If the representative passes away, we must be notified. We would need the death certificate or the updated legal document stamped by the relevant Office of the Public Guardian; England and Wales, Scotland or Northern Ireland.
Banking from home
If you or someone you know needs support with banking from home, we can help.
Conversations about money
It’s understandable that you might not feel comfortable talking about finances with your loved ones. To make it easier you should think about:
- Choosing the right time and place.
- Be open and honest.
- Be willing to compromise and agree to disagree.
- Avoid using blaming language.
- Seek support if you need it.
If you would like further advice and guidance you can find free and impartial money advice at MoneyHelper.
Protect your wellbeing
Helping or caring for a loved one living with mental illness, or experiencing this yourself, can be challenging. We have support available to help you feel more in control.
For more help Mental Health & Money Advice also have free guidance.
Calls and online sessions may be monitored and recorded. Not all Telephone Banking services are available 24 hours a day, seven days a week.