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Power of attorney & third party account support
These pages contain guidance on how you can appoint another person to manage your bank account on your behalf.
They cover the different options available, the circumstances where each is appropriate and how to set it up. They also include the documents you need to complete to allow us to set things up. The rules in England and Wales are slightly different from the rules in Scotland.
This information is intended as general guidance only, and doesn’t constitute legal advice. If you need more information or detailed legal advice you should speak to a solicitor.
For general information, visit the Office of the Public Guardian website for Scotland, (opens in a new window) and the Office of the Public Guardian website for England, (opens in a new window).
Please contact our customer services team to discuss the most convenient way to register this or pop into your local branch to discuss with one of our friendly colleagues.
Short term options
Do you need someone to manage your account for a short period of time? For example, you could be travelling abroad, serving abroad in the armed forces, or have a short term illness or physical disability.
Make sure you select the region where the account holder lives.
Long term options
Are you likely to need someone to manage your account for the long term, for example, because of permanent loss of mental capacity due to illness, injury or accident.
Make sure you select the region where the account holder lives.
Other continuous management options
Guidance on other continuous management options that are typically used when Enduring, Lasting or Continuing Powers of Attorney have not been executed.
Make sure you select the region where the account holder lives.
Other important information
Do you want to know the actions a third party or attorney can carry out when they manage the account on your behalf or how Powers of Attorney are revoked?
Make sure you select the region where the account holder lives.
Further information
Not all the available powers/orders etc are covered in this content, we have therefore provided links to the Office of the Public Guardian website for England, (opens in a new window) and the Office of the Public Guardian website for Scotland, (opens in a new window) where you can find out more about all the options available.
You can find impartial information and guidance on money matters on the “MoneyHelper” website.
Clydesdale Bank is covered by the Financial Services Compensation Scheme (FSCS), Find out more.