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Areas of interest? Retirement planning Protection/insurance Mortgages/borrowing Investments/savings Financial health check Other

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Preferred contact for any queries related to this form: Email Telephone Post

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Customer's Full name

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Or Customer's Date of Birth if the account number is not known

Would you like further information on Power of Attorney (POA)? Yes No

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: Contact me Contact the customer

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I’m not online and prefer contact by phone I’m not online and prefer contact by post I prefer to be contacted by email

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I need English language support and prefer to speak when a trusted person is present I would like you to speak slowly and clearly during calls I would like extra time and patience during calls

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If you require an alternative document format, please choose one from the below*: Large print: font size doubled compared to standard print Braille: a recognised system of raised shapes, similar to the print alphabet, so you can read by touch Audio CD: so you can listen instead of reading OpenDyslexic font: a recommended font with a design that can help make reading easier for those who have dyslexia

*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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Meeting your needs

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