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Power of Attorney

Why would I use this service?

Someone you trust can help you manage your account and money matters. Your family members, friends or even a neighbour, local authority, charity or carer can help you.

We can not assist you on how to get a Power of Attorney. Please contact your legal adviser about this. To apply for a Power of Attorney, you'll need to send us your and the beneficiary's details:

This includes:

  • Full name and address
  • Date of birth
  • Telephone number
  • Occupation
  • Bank details

You'll also need to provide:

  • An original or certified copy of the complete Power of Attorney document
  • A note of the reason for granting the Power of Attorney
  • Any further identification documents we've requested

To open a savings account or take over the management of an existing account under a Power of Attorney, call 0345 602 2828.

Our opening hours are 8am to 8pm Monday to Saturday. Calls may be monitored and recorded for security and training purposes.

What do I need to send to register a Power of Attorney on an existing account?

To start the process to register a Power of Attorney we will need to see the original or a certified copy of the Power of Attorney document.

We'll accept a certified copy from the following professionals:

  • UK Solicitor
  • Stockbroker
  • Public Notary
  • Donor (If the POA document is not a Court of Protection)

The person certifying the document must sign, print their name, address, telephone number, date of certification and occupation on the first page of the copy, then on the following pages to sign and date of certification.

The following statement must also be included on every page: 'This is a true copy of the original document'.

In all cases the certifier must not be retired or a relative.

When this has been received we will set up a file for each attorney and send them out a Customer Detail Form. This is to confirm that the information we have entered onto our system is correct. Once this has been received and any identification is requested, we will register the Power of Attorney document and return it to you for your records.

For more information please visit our Power of Attorney guide (PDF).

FSCS – protecting your money. Find out more here.

Gross rate means that we will not deduct tax automatically from your interest. You are responsible for paying any tax due to HM Revenue and Customs.

AER means Annual Equivalent Rate. AER illustrates what your interest rate would be if interest was paid and compounded each year and allows you to easily compare different offers.

Tax free is the contractual rate of interest payable where interest is exempt from income tax.

For telephone line opening times, please read the information in our contact section. Calls may be monitored and recorded for security and training purposes. If you're calling from outside the UK, please dial +441902 428 311.

© Birmingham Midshires
This site is intended for UK residents unless otherwise stated.
Birmingham Midshires is a division of Bank of Scotland plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628. Registered office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland No. SC327000.
To contact the FCA Consumer helpline, please ring 0800 111 6768. Alternatively call the Money Advice Service on 0300 500 5000 or visit www.moneyadviceservice.org.uk.