Key Facts

Accounts for specialist customers such as trustees, charities, pension administrators, personal representatives and executors.

A mix of current and savings accounts to cover your banking needs.

Benefits can include free day-to-day transactions, fee-free internal currency conversion between accounts and interest paying accounts.

You can apply for most bank accounts directly with us below, or you can apply with the support of your professional adviser. If they do not already offer Cater Allen Accounts, please ask them to visit the Intermediary area of our website to find details on how to partner with Cater Allen and discover the benefits that this could bring.

Our Pension accounts can only be opened with the support of your professional adviser. Please see below for full details.




Banking solutions for trustees who may have combined responsibility to seek interest on monies whilst still allowing access when needed. Our solutions for trusts may provide this balance, from current accounts to savings deposits.

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For clients responsible for the funds of a charitable organisation we offer current and notice accounts, that together are designed to provide a charity with an easy to manage cash portfolio that balances access and interest.

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Clubs and Associations

For clients who need a current account or savings product for a club, society, association or place of worship, we offer options designed to balance the access needed with the level of interest required.

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We offer a range of accounts that can form the cash portfolio within a pension scheme. Pension monies can be deposited with instant access or short notice periods, to suit different requirements.

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Executors and Personal Representatives

We provide accounts where there may be specialist requirements for clients who are personal representatives, executors, or receivers who have power of attorney over another person’s money and/or savings.

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Additional information

Financial Services Compensation Scheme

The FSCS is there to protect your money, giving automatic protection to individuals, companies and small local authorities.

Find out more

Information Sheet and Exclusions List

Customers must acknowledge they have received the Information Sheet and Exclusions List within their application. You can download your copy here.

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