Relationship Managed Service
We combine modern banking with a long-standing tradition of exceptional service, offering you the flexibility and choices you need to manage your finances effectively.
Someone to manage your affairs
Channel Islands and Isle of Man residents
Circumstances such as health issues, loss of mental capacity, or future planning may require assistance in managing your account with us.
Granting someone access to your bank account is a significant step, but it could be crucial for your future wellbeing.
The following information is for customers located in the Channel Islands and the Isle of Man. If you are located internationally or within the United Kingdom, visit our International support page for more information.
What would a representative be able to do?
Access to your accounts by a third party online and by telephone is not currently available.
Three steps to appoint or become a representative
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What we will require to progress the application
- Certified copy of the Power of Attorney or Court Order documents.
- Certified proof of identity and address for the Attorney.
- Completed Power of Attorney access form (PDF, 208KB).
Please note for power of attorney and court orders, we would need to see original documents or certified copies of the document.
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Our specialist team will be happy to speak to you by calling +44 (0)1624 641711 . Lines are open 9am – 5pm, except bank holidays or email techbankingiom@lloydsbankinternational.com
If the representatives are appointed to make decisions jointly, all representatives must register with us to act.
Use our quick and simple customer access tool to find out which type of access would best suit your circumstances.
The most common types of access are:
- Power of attorney – gives someone the legal authority to make decisions on your behalf.
- Third Party Mandate – allows someone limited access to current and savings accounts.
By your side in exceptional circumstances
We understand you may occasionally need to assist a family member financially without having power of attorney or third-party access.
If you’re in this situation and need someone to talk to, please reach out to our specialist team at +44 (0)1624 641711. Our lines are open from 9am to 5pm (except on bank holidays), or email techbankingiom@lloydsbankinternational.com and we may be able to assist you in the short term while you apply for longer-term access.
Important things to know
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You will need to tell us if this happens, by providing a signed written instruction with your new address.
Write to:
Lloyds Bank International
Villiers House
Douglas
Isle of Man
IM99 1SS -
If the representative passes away, we must be notified. We would need to see a copy of the death certificate, or the updated new legal document.
Write to:
Lloyds Bank International
Villiers House
Douglas
Isle of Man
IM99 1SS -
If the account holder passes away, we must be notified, the representative access would stop, and the estate would be managed under our bereavement process.
Telephone calls may be recorded and monitored. Messages sent by third party may not be secure and may be intercepted by third parties. For these reasons, please do not use email to send us communications which contain confidential information as we require these communications to be in writing. Please also do not use email for correspondence that needs our immediate attention – please contact customer service or your relationship manager directly. If you disregard this warning and choose to send us confidential information, you agree that you do so at your own risk and that you will not hold the Bank responsible for any loss that you suffer as a result.