You might already know what these are. If you don’t, simply contact your existing financial institution and ask for a list of your direct debits, credits and regular payments for the last 13 months (you should be able to get your hands on this list fairly easily as your previous financial institution is required by law to provide you with this).
Now all you need to do is simply add your regular payments to your new account. To give you a hand with this, we have some templates that you can use to advise providers of your new account details.
Let your employer know that you’ve changed financial institutions using our Salary Transfer template.
If you have an online account set up with your service provider, you may be able to update your banking details when you log into your account. If you need to provide something in writing, we can assist you with this with our Direct Debit and Direct Credit transfer templates.
You've done the hard work and now you're at the easy part of the process!