Help! Bank Account Switch Hacks for Keeping Saved Payment Details

Section62

steven141 said:

Zanderman said:

As Nasqueron says above, all payees should be moved in a CASS switch, so you shouldn't need to re-enter anything.

The only problem I've ever found is that the naming of the payee sometimes becomes inappropriate - for example an payee called 'Z-man Coop to Z-man HSBC' becomes a bit silly if the account is no longer Coop. But most names for transfers (e.g. 'Dave electrician') should be fine.

Most payees are named the acckunt holder's name these days to verify against the account.

I've not had a problem with any bank not allowing you to go back a step after a CoP check and change the account holder name to something which aids identification of the payee.  I don't have accounts with all banks though.