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Feel good about your money

Discover financial wellness, how to measure your own, and some simple steps you can take to improve how you feel about your money.

What is Financial Wellness?

Financial wellness is about your total financial situation and how you feel about it. Whether that's in your day-to-day life, like paying the bills, being prepared for unexpected events or planning for life's bigger goals.

Like your physical and mental health, it's important to keep your finances in shape, so you can get the most from what you have now, while saving for the future.

The Four Areas of Financial Wellness

We believe there are four key areas of financial wellness which together allow us to relax and enjoy life now, while looking forward to a better tomorrow.

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Budgeting

Helping you to manage your money today as well as save for the future.

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Debt

From understanding & prioritising your debts, to knowing when to seek help.

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Savings

For life goals – now (e.g. a holiday) and for the future (e.g. retirement).

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Protection

For unexpected events – the importance of planning & being prepared.

Start by setting yourself small goals

By setting small goals on your way to larger ones it can help with your long-term motivation and get you financially fitter. There’s no time like the present to take your first steps towards financial wellness so you can start to feel good about your money.

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Check your Financial Wellness

Get your own financial wellness score for all four areas, and see where you're doing well and the areas you can work on.

Take a wellness test now

Learn More About Financial Wellness

How can I start feeling financially well?

Talking about money with someone you trust can be a great place to start building better habits. Listen to Iona Bain and Ed Monk on breaking the taboo of talking money.

Investing in yourself

Learning how other people have tackled life and financial challenges can give us new ideas about how we could reach our goals and live the life we want.

Keep your pension in shape

Keeping regular track of how much you’re saving is a great way to stay in control of your workplace pension. Log into PlanViewer to see how much you’ve already saved.