Sources for Family History

TSB customers, 1956
TSB customers, 1956

The archives of Lloyds Banking Group can be a rich source of information for the family historian.

They include not only our principal brands, but many of the businesses which have been acquired along the way. You can find a complete 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.

Records relating to staff

If the person in whom you are interested worked for a company listed in the collections index, some record of their employment may have survived.

The main types of record that contain information on individual staff members are:

  • Staff registers – these can provide details of when and where a person started work with a company, and of his/her subsequent career.
  • Salary records - usually these record the name, branch and salary of staff members.
  • Report books – these provide a commentary on performance.
  • Widow and orphan fund records – these often include information on the family of an employee.
  • Staff photographs - dating mainly from the late 19th to mid 20th centuries.
  • War memorials or rolls of honour – these list staff who served in the armed forces, or were killed in action, during the two World Wars.
  • Minute books – these sometimes record appointments and retirements, particularly those of more senior staff and directors.
  • Partnership agreements, annual reports etc. – again, these are of most use in researching senior company officials, such as partners, directors and executives.

Records relating to customers and shareholders

If the person in whom you are interested held an account with a company listed in the collections index, a financial record may have survived.

The main types of record that contain information on customers are:

  • Customer account ledgers – where these have survived, they tend to date from the 18th and 19th centuries. However, individual accounts can be extremely difficult to find, and early accounting records are not always indexed.
  • Specimen signature books - these include customers’ addresses and occupations.
  • Minute books - for earlier periods, particularly the 18th and 19th centuries, some customer information is recorded.
  • Branch private memoranda books (Lloyds Bank only) – these record branch managers' interaction with customers.
  • Branch procedure books (Bank of Scotland only) – these date from the 1770s, and often include information on individual customers.

We also hold records relating to shareholders. These can include shareholder lists, stock or share ledgers and amalgamation papers.

Making a family history enquiry

Please contact us with your family history enquiry.

It will help if you give as much information as possible, including the full name, relevant dates and, if known, the branch or office of the company concerned.

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

Please note: the survival of staff and customer records varies greatly from company to company. Inclusion in the collections index indicates only that we hold archive material for a given company. It does not guarantee that those archives will be of value to genealogists and family historians.

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