Financial Fitness Assessment

Financial Fitness Assessment

Assessing your finanical fitness is one of the best things that you can do for both your financial and mental health wellbeing. 

We have created an assessment tool, which you can either do in one go, or complete each section individually.  

The tool assesses your financial fitness in the areas of:

  • Budgeting
  • Debt Management
  • Pay & Allowances
  • Your Home
  • Your Health
  • Pension & Savings
  • Later Life Planning

The tool will ask you a series of questions and then, at the end, give you the following:

  • a personalised financial fitness score
  • a personalised report with specific actions that you can take to improve your financial fitness and wellbeing.
  • a series of short emails to help you make continues improvements to your wellbeing

Complete the full assessment or individual assessments

You can choose to complete the full assessment which covers each of the areas. This will take about 10-15 minutes.


You can complete individual assessments and choose which topic to assess.  These take between 2 to 5 minutes to complete. 

Complete the full financial fitness assessment

If you want to complete the full assessment, you can do this below.

Complete individual assessments

If you would rather complete each section individually, then you can do that.

Each individual assessment takes between 3 and 5 minutes to complete.

Just choose below which assessment you want to do.

Assess how good you are at budgeting

See How well you manage your debts

Find out if you are claiming all your allowances?



assess how well you mange your household finances

assess how well you are protected if you fall ill

See how well you mange your pension and savings

Assess how well you and your family are protected as you get older


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