We all need help from time to time. If something’s affecting how you manage your accounts, we may be able to help.
You may:
- have a physical impairment
- have a sudden impact or changes to your financial situation
- have difficulty communicating or not be easily contactable
- be neurodivergent
- have mental health problems, or
- any other issue that could affect your ability to manage your finances.
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Whether it’s a permanent or temporary situation, let us know how we can support you.
When you ‘Tell us once how we can help’, one of our advisors will add a note to your account. This note will help our advisors to assist you in managing your finances.Ìý
We can do this by:
- offering supportÌý
- providing different formatsÌý
- contacting you in the right way.
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Consent
When we record information about you:
- we will only do so with your consent
- we will tell you how we intend to use the information
- you can withdraw your consent at any time.
We won't disclose your personal data to other people in your business.Ìý
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Updating and deleting information
You can remove or update the note at any point. Just let us know and we’ll delete it from your records.
How to tell us
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By phone
To ‘Tell us once how we can help’ you can call us
In branch
You can visit any branch and tell us. You can request a private room if you need.
Using chat
You can ‘tell us once’ using our chat feature. Just type ‘tell us once’ when you're logged in to