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Lloyds switch question
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rangorang
Posts: 7 Forumite

As many will know, Lloyds is running a switch offer Switch Bank Account To Us | UK Bank Accounts | Lloyds Bank that ends today and one of the exclusion criteria is "You’ve received a switching offer since April 2020 for switching to any Lloyds, Bank of Scotland or Halifax Bank account." My question, I have received a switch payment from Lloyds at some point in the past but how can I find the exact date? Lloyds sends countless emails to their customers so I can't easily locate the email that would have been sent when I made the switch a few years ago. Can anyone who has made the switch more recently share some details (for example the subject heading of the email) that would enable me to easily find whatever notification Lloyds would have sent me years ago?
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Comments
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Check your current account opening and closure dates in your credit report.1
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Check your bank statements, or failing that you could submit a DSAR to Lloyds and see if they retain that info. Moving forwards it's worthwhile keeping a record of these as it is often not straightforward to figure it out down the line.0
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