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Meeting your needs

Do you have any additional needs we can help you with?

Tell us once, and we’ll take care of the rest

We want to make it easier for everyone to get the support they need. If there’s anything we can do to help, please use the form below.

Our Customer Service team will update your profile within five working days. Family or friends can also use this form to let us know how we can help.

We have a ‘tell us once’ approach to additional needs. This means the information you provide will be shared across relevant Quilter teams, so you won’t need to repeat it.

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Would you like further information on Power of Attorney (POA)?

Power of Attorney is a way for a person to select someone of their choosing to manage their affairs on their behalf if they are no longer able to. If this is something that could be beneficial, visit gov.uk/power-of-attorney

If you have an existing POA you would like to register with us, please follow the guide on how to do this by sending in the POA document along with this Power of attorney form. Alternatively, you can provide the HMRC code in the free format box and we will apply this for you.

Alternatively, you can add a release of information to the account. This allows the customer to select a person of their choosing to the plan to have information rights only. The selected person would not be able to provide instructions for the account, but they will be able to call or email us on the customers behalf. If this could be of interest to you, visit our Release of information page.  

 

Preferred contact for any queries related to this form:

Support needs

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(If you're completing this on someone’s behalf, please answer based on their preferences)

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Support from others

Signing documents

Alternative document formats

If you require an alternative document format, please choose one from the below*:

*If your current correspondence preference is ‘online’, the format selected here will apply only to regulatory documents sent by post. All other documents will remain online.

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