Third party access to help manage finances
If you need support, there are options for giving a trusted person access to help manage your money.
Or perhaps you’re helping someone else with their finances? You can arrange one of these options to help give peace of mind.
Third Party Mandate
A one-off or short-term arrangement allowing a trusted person to access your passbook savings account. We can set this up for you.
Power of attorney
For times when you need a trusted person, or people, to help manage your finances, you can appoint an attorney.
Find out about the different types of power of attorney, and how to set one up.
Court of Protection Order
This is for when you need to arrange access to the accounts of someone who has sadly lost mental capacity or can’t make their own financial decisions.
You will need to get this legal document from the court, if there isn’t a lasting power of attorney in place.