Opening a bank account
Opening an adult bank account is an important step, look at all the banks and what they have to offer before deciding which one to go with. Most people dont move bank accounts very often.
Table of Contents
Useful Links
Programme goals
We have identified three key goals for each lifeguide.
Click on each goal for more information.
Get to know your surroundings
A great way to prepare for anything new, is to become familiar with it. This builds your confidence to develop the skill.
What can I do to prepare?
Top tips to help you succeed whatever the situation.
Talk to friends and family, what bank do they use?
If you have a children's account sometimes it is easy to switch to an adult one
Learn about banks and how they work, eg Barclays Lifeskills
Ask a family member to talk you through how they use their bank account.
What to do in unexpected events
Handy Tips
Some handy reminders in sequence, to help your confidence flow.
Resources available to you
Spend some time getting to know these helpful websites before completing this skill.
Spend some time getting to know some useful information on some websites to develop your skill. We have selected some key pages that are useful for you, taking you straight to the information that matters.
Money Saving Expert
Information on how to open a bank account, different types of account explained, what documents you will need to open an account.
Learn my way
Learning units to work through to learn about aspects of IT and banking. Free but you have to registrar
Barclays accessabilty
We offer a range of additional support If you need extra support for any reason please let us know, as there are lots of simple changes we can make to help. We’ll also make a note of your needs, so you won’t have to explain each time you get in touch.
Communication
Key phrases to practice and say, talking to new people can be tricky but people really do want to help so get used to asking for key things. Having a lanyard or card that explains your hidden disability can also be useful to show people. Self advocacy is important and remember people with disabilities have a right to equal access to opportunities!
Vocabulary
Looking for helpful resources? Check out our toolkit. You’ll find everything.
A.T.M machine
An automated teller machine is an electronic banking device that lets you withdraw cash, check account balances, and deposit funds using a card.
current account
A current account is a everyday bank account used to receive money like a salary, pay bills, and spend funds using a debit card.
Dosh : Financial Advocacy
An insight into the support and changes needed for people with learning disabilities and their families with money and application processes.
Questionnaire
Looking for support on-the-go?
Download Our Toolkit
A range of useful printable templates to help you become organised and prepared for each lifeguide.
Frequently Asked Questions
Have any questions just ask !
Still have questions?
Just contact us, we are happy to help.