Power of Attorney

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Power of Attorney

Why would I use this service?

Someone you trust can help you manage your account and money matters. Your family members, friends or even a neighbour, local authority, charity or carer can help you.

We can not assist you on how to get a Power of Attorney. Please contact your legal adviser about this. To apply for a Power of Attorney, you'll need to send us your and the beneficiary’s details:

This includes:

  • Full name and address
  • Date of birth
  • Telephone number
  • Occupation
  • Bank details

You'll also need to provide:

  • An original or certified copy of the complete Power of Attorney document
  • A note of the reason for granting the Power of Attorney
  • Any further identification documents we've requested

To open a savings account or take over the management of an existing account under a Power of Attorney, call 0345 609 4343. Our opening hours are 8am to 8pm Monday to Friday, 8am to 4pm Saturday. Calls may be monitored and recorded for security and training purposes.

What do I need to send to register a Power of Attorney on an existing account?

To start the process to register a Power of Attorney we will need to see the original or a certified copy of the Power of Attorney document.

We’ll accept a certified copy from the following professionals:

  • UK Solicitor
  • Public Notary
  • Donor (If the POA document is not a Court of Protection)

The person certifying the document must sign, print their name, address, telephone number, date of certification and occupation on the first page of the copy, then on the following pages to sign and date of certification.

The following statement must also be included on every page: ‘This is a true copy of the original document’.

In all cases the certifier must not be retired or a relative.

When this has been received we will set up a file for each attorney and send them out a Customer Detail Form. This is to confirm that the information we have entered onto our system is correct. Once this has been received and any identification is requested, we will register the Power of Attorney document and return it to you for your records.

For more information please visit our Power of Attorney guide (PDF).

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