We understand that dementia can bring unique challenges for individuals and their families. We’re here to support you and to help make managing your finances as simple as possible. Below are some frequently asked questions and ways we can help.

What should I do if I or a loved one needs help managing finances?

If you or someone you care for is living with dementia, we can help you make managing finances simpler. You can ask us to:

• Set up joint accounts or Power of Attorney access for trusted family members or friends.
• Help you understand how Powers of Attorney work and how they can be applied to accounts.

We will explain everything clearly and ensure your preferences are respected.

Can I appoint someone to help manage my account?

Yes. If you’re ready to appoint someone to manage your account, we can help you register a Lasting Power of Attorney (LPA) or other legal authority. Our team will guide you through the steps and let you know about any forms or documents we need.

I’m worried about making decisions or understanding financial information. Can I get extra help?

Absolutely. We can make adjustments to suit your needs, such as:

• Give you more time to process information during calls.
• Provide written summaries of important points.
• Explain things in simpler terms or use larger print.

Just let us know what would help you feel comfortable.

Where else can I get support for dementia?

These organisations offer practical and emotional advice and support that you may find useful.

Alzheimer’s Society

The Alzheimer’s Society provides support and resources for people living with dementia and their carers.

Phone: 0333 150 3456

Visit: alzheimers.org.uk

Dementia UK

Dementia UK offers specialist dementia support, including Admiral Nurses.

Phone: 0800 888 6678

Visit: dementiauk.org

Age UK

Age UK offers advice on dementia and related issues, including financial planning.

Phone: 0800 055 6112

Visit: ageuk.org.uk