Life events

Life is full of moments that can change your financial outlook. Some of them are planned, others may take us by surprise. 

Common life events may include positive moments such as getting married, becoming a parent, or coming into a large sum of money.

They may also include the more challenging times such as redundancy, bereavement or a change in your health. 

If you're caring for a loved one who needs support with managing their finances, we can help. 

There are a number of ways first direct can support when third party access may be required, from granting limited access via a third party mandate, to Power of Attorney or a Court of Protection order.

This can be useful in a number of different situations. From supporting a relative with a disability, to helping elderly parents or someone struggling with mental health problems.

Whatever the situation, we can look at ways to protect our customers and their money.

Whatever else may be going on in your life, it's always important to prioritise your mental health.

Whether you think your money might be affecting your mental health, or your mental health might be affecting your ability to manage your money, there's a lot that we can do to help.

We offer a range of services that may make banking with us a little easier, even if your health or personal circumstances change. 

• providing bank statements in large print, audio or braille
• communication in a way that suits you
• alternative security options for customers who have difficulty using a PIN
• support for customers struggling to manage their finances.