Banking My Way

No. Banking My Way information is not used within any of our decision making for any lending or borrowing applications. 

Banking My Way information is solely used to ensure that any interactions between our customers and our colleagues are conducted in the best way to suit our customers.

Banking My Way data is reviewed annually. 12 months after you have advised us of your preferences, you will be asked to review this information. 

This ensures that we're compliant with record holding policies and that you are still receiving the most useful support.  A review will be completed in one of two ways: 

Via Online Banking or the mobile app, where you will receive a prompt to review your data

When you call us or go into a branch

No. You do not need to disclose anything regarding a vulnerability, illness, condition or change in circumstance in order to request additional support in your interactions with our colleagues.

When recording your support requirements, you can select one of the following options in order to then select any of the Support Me options available:

None of these options relate to my current circumstances

I do not want to share any information about my circumstances

Yes. You can amend or remove any information at any time through the mobile app, Online Banking, or by talking to a member of the team over the phone or in branch.

A trusted person is someone such as a carer or guardian who you would like to have with you when discussing items with the bank. If this is someone who has been granted Power of Attorney or Third Party access, there are limits on what we can discuss or action without that person present.

You can find more information on Power of Attorney, Third Party access and other forms of support available on our Caring for someone vulnerable page.