Bereavement Help and Advice

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When you have lost someone close to you, organising their finances will be the last thing on your mind.

Our trained advisers are here to help you through this difficult step. They can talk you through the process and provide help on what to do regarding accounts. Below you will find all the helpful information you need; plus, the next steps you can take.

Step 1 – notify us after a bereavement either by email or call +44 (0)2080 368814.

Step 2 – What you will need

  • 2 forms of identification, one showing your name, one showing your address.
  • The original Death Certificate.
  • Any cards to help us protect the accounts.
  • Any Grant of Probate/Confirmation, Letter of Administration.

Once we have seen the necessary identification and paperwork, we can normally release funds held within 10 working days.