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