Branches & agencies
Third-party authority
Authorised Representatives
If you need short-term help to withdraw money from one of your accounts, you can register a person you trust to act as your Authorised Representative. Then they can make deposits and withdrawals on your behalf without requiring your signature. You can register an Authorised Representative for a one-off transaction or for a period of up to two years. They cannot:
- access any other account you hold;
- close the account;
- be provided with information about you or your accounts;
- make any decisions on your behalf;
- communicate to us any decisions that you have made; or
- request or take any action to change anything relating to your savings account.
To register an Authorised Representative, print the Authorised Representative Registration Form (or call us on 0800 434 6343 if you would like us to post the form to you). It must be completed and signed by the account holder(s) and the representative. Take (or post) the completed form to your local branch or agency.
Power of Attorney and Court of Protection
If you have a Power of Attorney (POA) or Court of Protection for someone, you will need to register the document with us.
To register a Power of Attorney or Count of Protection document with us
- We will need the original Power of Attorney document or Court of Protection Order (or a copy certified by a Solicitor on each page). Alternatively, if you are using the Lasting Power of Attorney online service, you can enter the document access code on the registration form so we can view the document summary online.
- If you are opening a new account, an account application form should be completed and signed detailing all account holders, Attorneys, and Deputies. If you’re opening an ISA account, call us on 0800 434 6343 and we will send you an additional registration form to provide details for the Attorneys and Deputies.
- If you are registering this on an existing account, contact us and we will send you a Power of Attorney Registration form, which will need to be completed and signed by the Attorneys.
- We will use an electronic verification system to identify each Attorney being registered on the account. If this is unsuccessful, we will ask for additional proof of identity.
- If you are registering this on an existing account, we will need the account passbook(s), if held. If you are unable to locate the account passbook(s), please let us know.
You can provide these documents in person at any of our branches or agencies, or send them by post to your local branch or our head office. Once the Power of Attorney is registered, you will receive confirmation by post along with any updated passbook(s)
What can a registered Attorney manage with us?
A registered Attorney can manage an account in the same way the account holder can, and is able to do the following:
- Carry out transactions
- Close an account
- Update details on behalf of the account holder. If required, the account correspondence address can be updated to the first named Attorney’s registered address.
Please note, the Power of Attorney document becomes invalid on the death of the account holder, and you will no longer be able to operate the account.
Enduring Power of Attorney
We accept an Enduring Power of Attorney (EPA). We can only register standard EPAs where the account holder still maintains mental capacity. If the donor is mentally incapable, the document must first be registered at the Office of the Public Guardian (OPG).
Need more help?
If you need any further guidance for registering a Power of Attorney with the Society, please visit one of our branches or agencies or contact us on 0800 434 6343.
Our lines are open Monday – Friday 9am – 5pm, Saturday 9am – 12pm. We are closed on Sundays and bank holiday weekends.
Get in touch
Please visit one of our branches or agencies, or you can call us on 0800 434 6343 and speak to a member of our team. Our lines are open Monday – Friday 9am – 5pm, Saturday 9am – 12pm. We are closed on Sundays and bank holidays.
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