Your Digital Financial Health Check


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Has Covid-19 affected your personal or household finances?
If you're now earning less or even if you have been able to save more, we've come up with plenty of ways to help you manage your money.
Do you ever have money left at the end of the month?
Many live month to month and run out of funds before payday. We’ve got savings tools and tips that could help.
Do you know how money scams can impact you?
Criminals are always looking for ways to get you to hand over your money or personal details, so it's really important to know how to spot a scam.
Do you use any borrowing methods to stretch your salary each month?
This includes overdrafts, credit cards, loans or store cards but excludes any student loans or mortgages you might have. If you've heard from us on persistent debt, please go back to book a video or telephone appointment.
Do you have plans to pay for something big, or consolidate a debt?
We've got tools and tips to help if it's for something practical like a car, or romantic like a wedding.
What best describes your living situation?
We can share savings tips to help you get on the property ladder or, if you already have a mortgage, could help you get the most out of your existing deal.
Have you thought about how you can financially help your loved ones if the worst was to happen?
Making sure your loved ones are protected if something happens to you could be easier than you think.
How would you manage if you got seriously ill?
It's a good idea to have cover in place in case you become ill and are unable to work and cover essential life costs.
Do you have a will?
You'll have peace of mind if you know there are plans in place for your finances when you've gone.
What plans do you have to fund your retirement?
If we know your plans, we could help you make the most of your retirement. You can select more than one option.

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