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Switching accounts ( martin's money saver)

8 replies

freesolo · 23/09/2021 18:38

Does anyone know if you switch accounts will they switch your direct debits etc for you? There's an incentive to switch to Santander and get £130 for doing so , but the thought of contacting my employer to change bank details plus all my direct debits seems such a hassle

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dementedpixie · 23/09/2021 18:41

Yes they transfer them over for you as part of the current account switch service

freesolo · 23/09/2021 18:43

Brilliant, thank you!

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milkytwilight · 23/09/2021 18:59

Your employer won't be automatically updated with your new details, you'll need to do that. Most banks will auto forward any payments to your old account for up to 2 years as part of the switching process. It can, however, take a few extra days to get to you. So that can be a problem if its wages.
The switch will update all direct debit but also doesn't include standing orders (my rent was always a s/o). Also won't switch anything linked to a card rather than a bank account such as Netflix or Spotify. You'll need to do those yourself too.

BarbaraofSeville · 23/09/2021 19:13

I've done this at least twice for the free money. The first time was to HSBC who didn't tell my employer, but the payment in, along with the direct debits switched automatically. I did a manual notification to my employer, but this was easy because I can just do it myself when logged into the system that deals with expenses, annual leave, tax and salary stuff.

I've just moved again to Lloyds - I think I've also moved to Santander in the past so not eligible for that one, and Lloyds have told my employer of my new bank details. I know this because I got an email from our finance system thing telling me that they'd received a notification of a new bank account and I had to tell them if this was unexpected.

It's really no hassle at all, so go for it.

dementedpixie · 23/09/2021 19:14

The link says they inform your employer of new details

WombatChocolate · 24/09/2021 09:42

The best way to make cash easily through switching bonuses, is to have several current accounts set up with different banks. Then switch ones that you don’t use for your standard banking processes, as there is less aggravation.

Some switches don’t even require DIrect Debuts to be switched. I think the current ClubLLoyds switch doesn’t need any.

I’ve had 4 switching bonuses in the last month. My DH and I both had them from Nationwide, and we’ve done 2 into Club LLoyds too, plus have a Santander one in process. For each one, I’d say it’s 10 mins work and then needing to check everything gbhas completed as expected.

I write everything down meticulously such as any funding or DD requirements and when doing transfers, note down any DDs transferring and the dates. I have a series of standing orders set up, where money moves into accounts that require monthly funding, and then moves back to my main accounts or to another account that needs funding about 3 days later. With the pay-in requirement, the money does not have to remain, but can just be paid in. The same £1000 for example, can rotate round bank accounts and meet the funding requirements of 4 or 5 different accounts.

One thing to be aware of, is when you open new accounts you are credit checked. Some people prefer not to do lots of bank switching just before applying for a mortgage etc.

Interest rates are so low at the moment, that I see the switching bonuses as my substitute for interest rates and I’m keen to earn £500+ per year by putting in the little bit of work required. They key is to keep careful records and pay really careful attention to the requirements to qualify for the cash back and make sure you meet them…they usually relate to things like moving DDs as part of switch or setting them up, paying in X money or logging onto online banking. Obviously they hope you will then be a loyal customer for many years and make them lots of money, but there is nothing to stop you switching away very quickly, and as long as you meet the requirements set out by them, it’s fine. They know there are serial switchers out there, and they still make money because lots of people switching then stay for years and pay lots of fees for over drafts, credit card interest etc.

Bearing in mind that bank accounts online can be set up in less than 10 mins, I’d consider setting up a new one (simple one with no fees or complicated arrangements) and then look to switch that, rather than your main account.

freesolo · 25/09/2021 07:52

Thanks everyone, great advice

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