Helping others to handle your affairs

What happens if a customer passes away?

In the unfortunate circumstance of the death of a customer, we will aim to make it easy to handle their affairs with us.

Please see our guide, designed to help next of kin.

Please send an original or certified copy of the death certificate, so we can register the death. If the account is held in joint names it will be transferred to the surviving account holder, or we will write to the person(s) dealing with the estate to either continue or close the account.

Please note, a death certificate can only be certified by a Solicitor.

Will I need to show a Grant of Probate?

A Grant of Probate will be needed if the customer held more than £20,000 with Paragon.

How do I close the account?

If the account is to be closed, once all documentation has been received we will send all balances by cheque.

The interest on the account will be calculated up until the day before the date of death as shown on the death certificate.