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)

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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. 2 May 2023

   A Welsh translation of the guidance has been created.

2. 26 September 2022

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

3. 24 November 2021

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

4. 29 January 2016

   First published.