My wife has an amount of money in a savings account with a fairly well-known savings bank (but not one that you would find on any high street). Following on from my success in registering my Power of Attorney with the high street bank that holds her current account, I felt that I ought to do the same for her savings account. But the provider wants to see either the original Lasting Power of Attorney (LPA) document or a copy certified by any of the following:
- bank or building society official; mortgage or finance broker; individuals representing an FCA authorised firm; minister of religion; dentist or doctor; chartered accountant; solicitor or notary;qualified teacher or lecturer (ie not a teacher's assistant)
I have properly Certified Copies of the registered LPA signed by my wife as Donor (back in 2016 when she was first diagnosed) in accordance with the guidelines set out by the Office of the Public Guardian (OPG). Having raised a query by telephone today I have been told by the financial institution that, whatever the OPG guidance says, they are able to make additional rules for themselves. They will not accept a Donor Certified Copy. Nor do they have any 'public facing' offices where I can present the original document and proof of identity and address in person. Sending them the original through the post is not a sensible option..
I find this to be extremely unhelpful and potentially costly as I will now need to approach someone from the list above to certify every page of a copy of the LPA. Which sounds to me like money and time wasted.
- bank or building society official; mortgage or finance broker; individuals representing an FCA authorised firm; minister of religion; dentist or doctor; chartered accountant; solicitor or notary;qualified teacher or lecturer (ie not a teacher's assistant)
I have properly Certified Copies of the registered LPA signed by my wife as Donor (back in 2016 when she was first diagnosed) in accordance with the guidelines set out by the Office of the Public Guardian (OPG). Having raised a query by telephone today I have been told by the financial institution that, whatever the OPG guidance says, they are able to make additional rules for themselves. They will not accept a Donor Certified Copy. Nor do they have any 'public facing' offices where I can present the original document and proof of identity and address in person. Sending them the original through the post is not a sensible option..
I find this to be extremely unhelpful and potentially costly as I will now need to approach someone from the list above to certify every page of a copy of the LPA. Which sounds to me like money and time wasted.