Dementia-friendly finance

Find out how financial services can become more dementia-friendly and download our free guide.

The symptoms of dementia can make interactions with financial service providers difficult, particularly if a person experiences forgetfulness or difficulty following processes. This can have significant consequences – for example forgetting to pay a bill could result in debts. With support and adjustments from financial service providers, people affected by dementia can continue to independently manage their finances and access insurance that meets their needs.

‘[The bank] didn’t ask me how they could support me. I have now left [the bank]. I had been with them since I was 18 and registered at university in Cambridge. The bank should appreciate that I have dementia, and they should be able to signpost and offer me support. They made it extremely difficult for me to continue to interact with them.’- Mark, living with dementia

What is the Dementia-friendly finance guide?

This guide highlights the many ways finance and insurance companies can transform themselves to better support people affected by dementia, so they can live and participate in their local community.

Download the Dementia-friendly finance guide

Fill out a short form to get our guide, full of tips and advice.

Get the guide

Becoming a dementia-friendly financial service means providing support through greater awareness and understanding to every person living with dementia, either members of the public in the community or employees who are impacted. This will make a huge difference to those affected by dementia and their quality of life. We need to ensure that finance and insurance sector employees are aware of the impact of dementia, and consider environments and processes to safeguard and support people to continue to live well in their community.

Financial services action plan

In addition to the guide our six-point action plan helps you to develop a step by step plan to support customers and staff that are likely to be affected by dementia, either directly or indirectly.

You have the option of selecting various actions which you believe you can achieve within the next 12 months. Our team can then provide information and support to enable your organisation to do this.

This action plan has been brought to you by Alzheimer’s Society, HSBC and the BBA.

Complete the action plan

Fill out a short form to get our 6 point action plan

Complete your action plan
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