Sources for Local History

Plans for Bank of Scotland Castle Douglas Branch, 1863 (detail)
Plans for Bank of Scotland Castle Douglas Branch, 1863 (detail)

Many of the constituent companies of Lloyds Banking Group began life as small local businesses, at the heart of their communities.

As a result, our archives contain a wealth of information for the local historian. The records give details about individual branches and buildings, but can also be used to chart the economic and social history of the area.

You can find a list of all the companies for which we hold records by visiting our collections index.

Below you will find a summary of the types of material which may be useful.

Sources for the history of your branch

The survival of records relating to individual buildings varies greatly from company to company. However, the main categories include:

  • Photographs – these date from the 19th century onwards, and record both exteriors and interiors.
  • Architectural plans – these may relate to the initial construction of a building, or its alteration at a later date.
  • Minute books – these often record property-related decisions, including the construction of new branches and alterations.
  • Branch procedure books (Bank of Scotland only) – dating from the 1770s, these include details of running repairs and improvements.
  • Printed sources – these include press cuttings, commemorative articles and booklets, often relating to the opening of a new branch.

Other types of record may also exist, such as correspondence with architects; building specifications; inventories; deeds; and surveys of properties.

Sources for the history of your area

Banks and building societies have long played a central role in the local economy – both as employers, and as financers of trade and industry. Again, the survival of records varies, but the main types are:

  • Branch customer ledgers – these include account details, including loans, for local businesses and individuals.
  • Other branch accounting records, such as balance books and profit and loss ledgers – these provide an overview into the general performance of the branch, and the local economic climate.
  • Inspection reports – these contain general observations on the business of the branch, and any irregularities or shortcomings.
  • Branch procedure books (Bank of Scotland only) – these can include information on local tradesmen and their charges; loans made to businesses and individuals; and detailed reports on the state of the local economy.
  • Private memoranda books (Lloyds Bank only) – these detail branch lending to customers, including local tradesmen and businesses.

Other records which may be of interest include minute books; correspondence between branches and Head Office; articles in publications such as staff magazines; and photographs.

Records relating to people

If you are looking for information on people associated with a particular branch or locality, please see our Sources for family history.

Making a local history enquiry

If you are interested in a particular location or building, please contact us for further information.

We are happy to undertake a limited amount of research on your behalf. However, if your enquiry needs more extensive research, you are welcome to visit us to view the records yourself.

Researchers should be aware that some records are subject to closure periods.