Here you'll find valuable resources and assistance to help meet your needs. Whether you require support for hearing or visual impairments, guidance through a bereavement, or help with a Power of Attorney, we are here to assist you.
If you have a hearing or speech difficulties, you can use Relay UK.
Relay UK is a free service provided by BT that offers message relay assistance for deaf, hard-of-hearing, and speech-impaired individuals, enabling you to have telephone conversations with us.
How to use Relay UK:
You can find out more on the Relay UK website.
Our dedicated bereavement specialists are here to support you if someone you know has died and they had a relationship with us.
You can contact us (details below) in whichever way you choose, you will need the person's full name, address, date of birth, and date of death. We will need to receive a death certificate so that we can update our records.
We will need to confirm the identity of anyone who will be acting as an executor. We can sometimes do this over the phone with the executor(s) but if this doesn’t work we will need certified documents. In that case, we will need two forms of certified identification (such as a passport and recent utility bill). A Lloyds Wealth employee, member of a professional body (lawyer, barrister, or accountant), consulate, embassy or high commission employee can certify documents for you.
Once we have confirmed who the executors are we will provide information to them on the next steps so that they can provide us with instructions.
Phone – 0113 543 2672
Email – bereavement@lloydswealth.com
Email is not a secure method of communication, so please keep any personal information to a minimum and contact us via another method if you prefer.
Post – Lloyds Wealth, Bereavement Team, 1 City Square, Leeds, LS1 2ES
A Power of Attorney (POA) is a legal document that enables an individual (the “donor”) to appoint another (the “attorney”) to act on their behalf.
A POA can only be set up when the donor has sufficient mental capacity to understand and instruct the appointment of their attorney.
There are different types of POAs depending on the type of decisions the donor wishes the attorney to make on their behalf, for example if they wish the attorney to act for financial and property matters and/or welfare and health decisions.
How can Lloyds Wealth help?
If you are thinking about setting up a Power of Attorney we can put you in touch with a solicitor who can discuss your wishes and help set one up for you.
Alternatively, if you are acting as an attorney for one of our clients, we can help you register the POA with us so that we can support you in dealing with the client’s financial affairs.
Visit our scams protection page to find out information on types of scams, how to protect yourself, and who to contact if you feel you have been a victim of a scam.
Our partnership with the National Support Network gives you access to trusted UK support services and helplines.
Calls and online sessions may be monitored and recorded. Not all Telephone Banking services are open 24 hours a day, 7 days a week.
We understand there are moments in life that you might need support with, whether that be divorce, bereavement, or any other life event – that’s why we encourage you to reach out and let us know about any additional support you may need that isn’t covered above.