We recommend that you do not share your account security details with anyone. This includes your telephone password and any internet banking log in details or digipass codes.

Making a Will and appointing executors can make the process easier for those managing your estate. The Money Helper website from the Money & Pensions Service provides lots of advice for later life planning: Putting your financial affairs in order if you get ill or die – making a will and more (moneyhelper.org.uk)

Yes. All the deputies outlined in the Court of Protection Order can act on the account holder’s behalf.

For deputies appointed ‘jointly’, each deputy must be fully registered with us before we can let any deputy act on the account holder’s behalf.

We will send you a letter confirming that the Court of Protection Order has been added to the relevant account(s).

The Court of Protection Order will only be registered once we have verified the Court of Protection Order and carried out checks to confirm the deputy’s/deputies’ identity and address.

If we need further documentation or information, we will contact you.