Guidance

Deputy and attorney guidance: dealing with banks

How to manage a bank or building society account for someone else.

Document

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

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Details

This leaflet, co-authored by the Office of the Public Guardian and British banking bodies, includes guidance on:

  • your powers as a deputy or attorney managing a bank account for someone else, who may or may not have mental capacity
  • documents that deputies and attorneys need to show banks and other financial institutions to manage an account for someone else
  • how to manage a joint account when one of the account holders no longer has mental capacity

This guidance applies to England and Wales. There is a separate leaflet for Scotland.

Published 29 January 2016