The following people can certify a Court of Protection Order document:

• A solicitor
• Post Office – a fee may be charged for using this service
• Accountants with a current practising membership, registered with ICAEW, ICAS, CAI, ACCA, CIPFA or CIMA
• A person authorised to carry out notarial activities
• Bank staff (must include branch stamp)

Certifiers must clearly write that they have seen the original document. They must also include their full name, profession, business address, phone number and the date they certified the document.

Please note that we must be sent all pages of the certified copy of the document in colour (where appropriate). It must be certified on every page, and must have been certified within the past 3 months.

• Don’t rely on any “informal” arrangements, even with people you trust most. Never share your account security details with anyone. This includes your mobile app or internet banking login details, debit card PIN, and any telephone security details.

• Set up a Power of Attorney as soon as you can while you’re fit and well and able to do so. This gives you the best chance to protect your money and your welfare if you lose capacity. It can also prevent time‑consuming, stressful and expensive court processes where no Power of Attorney is in place. You can read more on our website: https://www.triodos.co.uk/help/supporting-you/power-of-attorney
  You don’t have to register it with organisations like banks until it might be needed. But getting it in place and registering it with the OPG (the Office of the Public Guardian) means it’s ready to use when needed.

• Make sure you have a Will with executors named and ready to act. This can make things easier for those managing your estate. The Money Helper website from the Money & Pensions Service has lots of advice on later life planning: Putting your financial affairs in order if you get ill or die – making a will and more (moneyhelper.org.uk)

• It may help to speak to an independent financial adviser or a later life planner. They can review your current financial situation and advise you on what you might want to put in place now or in the future (for example, a funeral plan or life insurance).

• On a practical level, it can really help your loved ones or anyone appointed to look after you if you keep a safe, secure record of your accounts, investments and important assets. This makes it easier for them to contact the right people and organisations when needed.
  

When we are notified that a customer has died, all their sole accounts are frozen and internet banking is removed. We also remove Court of Protection deputies from the account(s), because the Will or any subsequent Grant of Representation will legally supersede these arrangements.

If you are a personal representative, please complete a Bereavement Notification Form or call us on 0330 355 0355.

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.

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.