Helping carers support those with additional needs
Money management can be difficult for all of us. But if you’re caring for someone with additional needs, it can be a major worry that that person could be targeted by scammers.
Family Connect is a useful tool for carers to get an overview of account activities and offer a bit of money-management support.
The service gives you a ‘view only’ look at the bank transactions of someone who needs your help. They don’t share their bank security details with you – or us – it’s completely secure. You won’t be accessing their account, can’t make or stop payments, and don’t need power of attorney. This ‘Open Banking’ practice has been standard since 2017 and allows the Account Holder to withdraw consent to share information with you at any time, in which case you can cancel the service if you wish.
You can safely keep watch on how the person you’re caring for is using their bank account, check bills are being paid, and get notifications about any transactions you might want to discuss with them.
It takes just minutes to set up
To register you will need an email address and a UK mobile phone number.
In this scenario you will be the Trusted Person and the person you care for will be the Account Holder.
Register
Both the Account Holder and Trusted Person will need to register.
Invite
Once registered, the Account Holder can log in to Family Connect, link to their bank account(s) and send an invitation to their Trusted Person by using a QR code or sending an email.
View
Once the Trusted Person has accepted the invite, they then have view only access to the Account Holder’s bank transactions.