Fact sheet

Guidance for people wanting to manage a bank account for someone else

Banks and building societies understand that it is sometimes necessary for a customer’s account to be handled by another person.

This guidance explains how a person can manage a bank or building society account on another person’s behalf. It describes the circumstances in which this is possible and how it can be done, including under a Lasting Power of Attorney. It also sets out the documents you will need to show the bank or building society to be able to manage the account.

Download the guidance

Contact

Simon Rex

Information Services Manager

Tel: 0207 520 5914 simon.rex@bsa.org.uk