Supporting our customers
We’re here to help you every step of the way.
Death of a loved one
If a customer passes away, we need to be notified in writing and require an original Death Certificate to update our records. We will then send the executors all the information they need. You can find more information in our bereavement guide.
Children with additional needs
If you are the parent or guardian for a Young Person who isn’t physically or mentally able to give us an instruction on an investment themselves, for an example on their maturing CTF, we can record a Court of Protection Deputyship Order or Lasting Power of Attorney on the account so that a Deputy/Attorney can transact on behalf of the young person.
We’re committed to consider exceptions to this process to help parents access monies, where the child is mentally incapacitated, and it is in their best interest.
If this applies to your family situation, please contact us on 0345 600 3030 for more information.
Supporting you with life events, including dealing with bereavement or registering your Power of Attorney status.
If a loved one has passed away and held an account with us, we’re here to help. You should notify us in writing along with the original death certificate. We will then send the executors all the information they need. You can find more information in our bereavement guide.
If you have recently been granted Power of Attorney (“PoA”), you can register this on the account(s) held with us. This will enable you to act on the account holder’s behalf. Please call us on 0345 600 3030 and we’ll talk you through next steps. You can also write to us, enclosing the following documentation:
- A signed letter confirming details of the account(s) the POA should be added to along with the date of birth, nationality and National Insurance Number for each of the attorneys so that we can conduct electronic verification checks
- The original or a certified copy of the Power of Attorney, or if it’s a lasting power of attorney (LPA), you can provide the code that the Office of the Public Guardian gave you to allow us to view an online summary of the LPA
This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.