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Power of Attorney & Third party account support

These pages contain guidance on how you can appoint another person to manage your bank account on your behalf.

They cover the different options available, the circumstances where each is appropriate and how to set it up. They also include the documents you need to complete to allow us to set things up. The rules in England and Wales are slightly different from the rules in Scotland.

This information is intended as general guidance only, and doesn’t constitute legal advice. If you need more information or detailed legal advice you should speak to a solicitor.

For general information, visit the Office of the Public Guardian website for Scotland, (opens in a new window) and the Office of the Public Guardian website for England, (opens in a new window).

If you would like to speak to someone at the Bank please contact or visit your local branch.


Short term options

Do you need someone to manage your account for a short period of time? For example, you could be travelling abroad, serving abroad in the armed forces, or have a short term illness or physical disability.

Make sure you select the region where the account holder lives.

Scottish Law for short term options

English Law for short term options

Long term options

Are you likely to need someone to manage your account for the long term, for example, because of permanent loss of mental capacity due to illness, injury or accident.

Make sure you select the region where the account holder lives.

Scottish Law for long term options

English Law for long term options

Other continuous management options

Guidance on other continuous management options that are typically used when Enduring, Lasting or Continuing Powers of Attorney have not been executed.

Make sure you select the region where the account holder lives.

Scottish Law for other continuous management options

English Law for other continuous management options

Other important information

Do you want to know the actions a third party or attorney can carry out when they manage the account on your behalf or how Powers of Attorney are revoked?

Make sure you select the region where the account holder lives.

Scottish Law for other important information

English Law for other important information

Further information

Not all the available powers/orders etc are covered in this content, we have therefore provided links to the Office of the Public Guardian website for England, (opens in a new window) and the Office of the Public Guardian website for Scotland, (opens in a new window) where you can find out more about all the options available.