Guidance

Deputy and attorney guidance: manage a bank account for someone else

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

From:
Office of the Public Guardian
Published
29 January 2016
Last updated
2 May 2023 — See all updates

Applies to England and Wales

Documents

Manage a bank account for someone else (web version)

HTML

Manage a bank account for someone else

PDF, 273 KB, 9 pages

Manage a bank account for someone else (large print)

PDF, 179 KB, 14 pages

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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.

Published 29 January 2016
Last updated 2 May 2023 + show all updates

  1. A Welsh translation of the guidance has been created.

  2. The references of 'Her Majesty' have been updated to 'HM'.

  3. Adding web versions in English and Welsh and more accessible print versions

  4. First published.