Deputyship Banking

a family are sitting on a sofa together indoors. the parents are sat in the middle, the son is on the left, the daughter is on the right. they are all hugging and smiling. the parents are elderly.

How To Open an Appointee Bank Account

Opening an account as a DWP appointee on the Monika platform is super simple. Firstly, contact our friendly banking team, who can…

a nurse is talking to an elderly woman in a wheelchair. she is holding the woman's wrist, as if checking her pulse. there are flowery armchairs behind them, and a table next to the elderly woman with two cups of coffee.

Can you work with my Solicitor or Financial Advisor?

Absolutely. We often suggest that you put us in touch with your solicitor or financial advisor when they are in the process…

two women are sat discussing at a table outside. the woman on the left is in a wheelchair. there is a digital tablet propped up on the table, that the woman in the wheelchair is pointing at. both women are looking at each other and smiling.

Do the accounts come with a bank card?

Yes, each bank account comes with a fully functional Mastercard which can be used worldwide and online. You are also able to…

a young woman is kneeling by the side of her elderly grandfather and smiling. they appear to be in a care home. the elderly man is sat at a table playing a game of noughts and crosses.

Can we use the Current Account Switch Service for bulk deputy account transfers?

Yes, you can transfer your deputy bank accounts to the new bank accounts opened on the Monika platform. If you are a…

Can we generate bank statements?

Bank account statements can be generated simply and easily and in real-time from either your online partner account or simply from our…

a woman, and a man with down-syndrome are stood in the kitchen baking. they are putting mixture into a muffin tin. both are smiling.

Are the bank accounts SRA and OPG compliant?

Absolutely. The accounts are individual, segregated and FSCS protected and are opened in the name of the client. The deputy or attorney’s…

a young woman and man are sat at a desk in a library. the young woman is in a wheelchair. she is looking through a book and writing in a notebook. the man next to her has headphones on and is typing on a laptop.

Can we set up direct debits on the accounts?

Direct debits and standing orders can be easily set up, managed, amended and cancelled when logged into the bank accounts. Standing orders…

a young woman and her mother are sat at a table outdoors. the young woman is in a wheelchair, and has an upper-limb difference. the mother is holding a notebook. they are both looking at the notebook and smiling.

Are the bank accounts FSCS protected?

Yes. All bank accounts provided by our partner Zempler Bank are covered by the Financial Services Compensation Scheme (FSCS) This provides individual…

Deputyship Banking

How To Open an Appointee Bank Account

Can you work with my Solicitor or Financial Advisor?

Do the accounts come with a bank card?

Can we use the Current Account Switch Service for bulk deputy account transfers?

Can we generate bank statements?

Are the bank accounts SRA and OPG compliant?

Can we set up direct debits on the accounts?

Are the bank accounts FSCS protected?

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