Will donations be eligible for gift aid?
No
Related FAQs
Currently the Refer a Friend Scheme is only applicable to new customers who open a Triodos personal current account. All other accounts are excluded. For us to make the £25 donation to one of our charity partners on your behalf and for your friend to receive their £60 gift, the recommended friend will have to be a new customer to Triodos Bank, open a personal current account and deposit £100 within 30 days to be eligible. New customers must complete these steps within 60 days of registering for the Refer a Friend Scheme. See terms and conditions for full details.
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You can recommend as many friends to Triodos Bank as you wish. However, we will only make up to a maximum of 30 donations to your chosen charity within a 12-month period for every eligible friend you refer. See terms and conditions for full details. We’d be delighted though of course if you wanted to recommend many more friends and family but unfortunately it would have to be outside of the Refer a Friend Scheme.
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If you think that you have had an account with Triodos in the past please gather as much information as possible relating to the account e.g. account number, type of account, date of the last transaction. If you have any statements of the account please have them to hand and call us, we can then investigate for you and advise you of the next steps. In some cases, we may request identification documents from you to release funds from the account.
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Our customers have asked how they can help us to further our mission to make money work for positive social, environmental and cultural change. The simple answer is to help us grow our community by recommending us to others. To help do that we’ve introduced our Refer a Friend Scheme which is an easy and inspiring way for our existing customers to recommend us, be thanked for doing so, and to thank new customers for joining Triodos Bank.
To thank our existing customers, we will make a £25 donation to a charity on their behalf for every friend they recommend. Similarly, we will say thank you to all new customers who are referred and open a personal current account offering them a gift of a £60 voucher from one of our business customers, or by making a charity donation on their behalf. New customers can choose which reward they receive.
Find out more at https://join.triodos.co.uk/raf/register
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If you are an existing customer and over 18, you can refer your friends to open a Triodos personal current account. Once the friend you referred has opened their Triodos personal current account and deposited £100 within 30 days, you both receive a thank you gift (£25 donation to charity for you, £60 voucher or charity donation for them). New customers, the one being referred, needs to have completed their account opening within 60 days of registering for our Refer a Friend Scheme.
To support us in delivering our Refer a Friend Scheme, we’ve partnered with Marketing Lounge Partnership (MLP) who are providers of referral platform services. To participate in the scheme existing customers can either use the link send from Triodos Bank or simply visit join.triodos.co.uk. The link/website will prompt you to register with MLP and agree to the Refer a Friend Scheme terms and conditions to participate.
Once you’ve registered for the scheme, you can refer your friends in a variety of ways, for example by simply and easily sharing a message via social media. If the friend you refer is new to Triodos Bank UK and opens their personal current account and deposits £100 within 30 days you will both receive a thank you gift from us.
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Yes, Confirmation of Payee, an account name-checking service, has been introduced to combat fraud and misdirected payment. Triodos is part of this scheme for incoming and outbound payments, and a CoP check will be performed every time you send money from your Triodos account. We encourage you still continue to check payment details in line with our guidance, and regularly review our website for information on how to prevent fraud.
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Our Refer a Friend scheme is open to all Triodos customers, over the age of 18 years. For you and your friend to be eligible for a thank you gift your friend will need to open a Triodos personal current account and deposit £100 into new account within 30 days. These steps need to be completed within 60 days of registering for the Refer a Friend Scheme. See terms and conditions for more information.
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No. If you have applied for your Account by sending your application to us in the post, your opening deposit must be made by cheque. The cheque must be drawn on your personal sterling account held in your name. And made payable to yourself. We can also accept counter cheques, as long as they've been correctly endorsed on the back by the other bank. Your bank will need to stamp, sign and date the back of the cheque and confirm that the funds are drawn from an account in your name.
When you apply for an account online your opening deposit can only be transferred electronically from your nominated account. Please do not send a cheque.
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No, your recommended friend must be a brand-new customer to Triodos Bank to be eligible. They need to be a new customer to Triodos Bank, open a Triodos personal current account and deposit £100 within 30 days to be eligible. New customers must complete these steps within 60 days of registering for the Refer a Friend Scheme.
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We will send your gift by email within 30 days from you choosing it. You must be a new customer to Triodos Bank to receive your gift. You can login in to your Refer a Friend account at join.triodos.co.uk for a status update – just head to the members area.
If you have not received your gift within 30 days please contact Marketing Lounge Partnership (MLP). MLP is managing the Refer a Friend scheme on behalf of Triodos Bank UK. You can contact them by calling 01565 747 801. Their helpline is open Monday to Friday 9:00am to 5:30pm.
Alternatively you can use the ‘contact us’ form at join.triodos.co.uk/raf/contact-us.
If you prefer, you can also contact Triodos Bank Customer Contact Team on 0330 3550 355 from the UK or +44 117 973 9339 from abroad. Our opening hours are published on our help and support page.
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When you send money, we will check with the bank you’re sending money to that the name on the account matches the bank details you’ve provided, and let you know if they don’t.
One of the following results will appear on your screen:
The recipient account name is a match
Means the recipient account name you entered matches the payee’s account name.
The recipient name you gave us is a close match, but not exactly the same as the name held on the account
Means the recipient name you gave us is a close match to the name held on the account but not an exact match. We will show the name on the account you’re paying to help you decide whether it’s the right person. You should also double-check the details and request another CoP check before sending any payment.
The recipient name you gave us is not the same as the name held on the account
Means the recipient name you gave us is different to the name held on the account. You should double-check the details and request another CoP check, otherwise your money could be sent to the wrong account.
It is important to be aware that if you choose to go ahead anyway, and the account does not belong to the intended recipient, we may not be able to get your money back.
The recipient bank account does not exist
Means it may be that the recipient account sort code or account number has been entered incorrectly, or the account may be closed. You will need to check with the recipient if their details are correct before you are able to make a payment. If an account does not exist, the payment can't be made.
Unable to check the name, please try again later
Sometimes we won’t be able to check the name on the account you’re sending money to. That doesn’t mean that anything’s wrong. It could just be that the payee’s bank or building society isn’t using CoP yet.
You can continue with the payment – but always double-check yourself that the account name and details are correct.
We are unable to verify these details with the recipient bank at this time – please check the details before continuing
Sometimes we won’t be able to check the name on the account you’re sending money to. That doesn’t mean that anything’s wrong. It could just be that the payee’s bank or building society isn’t using CoP yet.
You can continue with the payment – but always double-check yourself that the account name and details are correct.
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Simply visit join.triodos.co.uk where you can register and start referring your friends.
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To say thank you for joining Triodos Bank we’re offering a gift of a value up to £60. You can choose to receive either a £60 voucher for Ethical Superstore or Neal’s Yard Remedies or you can choose to donate your £60 to one of our charity partners. Alternatively, you can choose a mix of both. It is up to you.
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Simply follow these steps:
- Compete the ‘Register to get started’ form at join.triodos.co.uk.
- You will then be sent an email to the email address provided, along with a unique code to share with your friends.
- Send this unique code to as many friends as you wish (by social media or text message for example) to tell them about Triodos Bank and the personal current account. Your friend must apply for their personal current account using the unique code you supplied and once opened, deposit £100 in 30 days to be eligible, within 60 days of registering for the Refer a Friend offer.
- Once your friend has opened their personal current account and this has been validated you will receive an email from noreply@join.triodos.co.uk inviting you to choose from our three partner charities. We will make a £25 donation to on your behalf. You can view the status of all the referrals you’ve made at join.triodos.co.uk Just log in to see these.
- We will make up to 30 donations on your behalf in a 12-month period for every eligible customer you refer.
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Marketing Lounge Partnership (MLP) is the provider of our Refer a Friend Scheme. They are leading experts in referral programmes and regularly support other banks and regulated businesses with Refer a Friend schemes. Triodos want to offer a safe and easy experience when recommending their friends and MLP help provide that service.
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Apple IOS
Settings > General > (Device) Storage > search ‘Triodos Bank’ here you’ll find what version you have on device
Android
Device settings > Tap ‘Apps’ or ‘Application Manager’ search for ‘Triodos Bank’ tap on the app to see the app info page
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We’re taking a phased approach of inviting customers (by email) to participate in the scheme in order to sustainably manage our operationals in opening new personal current accounts. We are only promoting the scheme to customers who have opted in to receive marketing from us.That’s not to say if you haven’t received an email from us to join the scheme you can’t - just visit join.triodos.co.uk.
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No. To be eligible friends must be brand-new customers to Triodos Bank (i.e. not currently hold any accounts with us).
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We will let you know when your friend has successfully met the eligibility criteria. Remember, your friend must be a brand-new customer to Triodos Bank when opening their personal current account and must also deposit £100 within 30 days.
We will then invite you to choose from our three charity partners to whom we will make a £25 donation on your behalf.
You can login to your Refer a Friend account at join.triodos.co.uk and review all your referrals and status in the members area.
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Yes, if they are both new customers to Triodos Bank and £100 is deposited into their joint account within 30 days of opening their account.
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We are supporting three of our long-term charity partners – Friends of the Earth, RSPB and the Soil Association.
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No, once you have chosen your gift we will not be able to change this for you. Please make sure you read all the information available to you before selecting your gift.
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Data is shared between Triodos Bank UK and MLP only for the purposes of fulfilling the scheme. Disclosure to MLP is for the purposes of providing processing and fulfilment services on behalf of Triodos. We always ensure that the third parties protect your personal data in the same way that we do. Please see our privacy statement for more details.
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No, we won’t contact your friend as we don’t ask you for any of their contact details. When you’ve registered for our Refer a Friend Scheme, you will have a unique link to share with your friend. The link opens join.triodos.co.uk where your friend can register their details and apply for their Triodos personal current account.
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