Smarter money - take the save and plan quiz


Simply select your answers to each of the questions below (there are 6 input sections in this form), then click the 'display my results' button to see where you might be able to save and plan your money better. Please note that all fields are mandatory.

Day to day money

1) Do you go overdrawn without agreeing it first?
   

2) Do you shop around to get the best deal on your utility bills?
       

3) Do you pay all your bills by direct debit?
       


Borrowing money

4) Have you shopped around to make sure you are getting the best deals on your credit card?
       

5) If you have a loan have you shopped around for the best deal?
       

6) If you have a mortgage have you checked in the last year to make sure you are still getting the best deal?
       

Getting insured

7) If you have car insurance do you shop around before you renew your policy?
       

8) If you buy travel insurance, do you get it from your travel agent?
       

Saving and investing

9) Do you know what interest rate you are getting on any savings you have?
       

10) Do you use all your tax-free savings allowances each year?
   

11) Do you have money that you are willing to take a risk with, for the chance of getting a better rate of return than in a savings account?
   

Planning your retirement

12) Do you know what pension you'll get from the state when you retire?
   

13) Do you have any pensions in place apart from your state pension entitlement?
   

Protecting your loved ones

14) Have you got plans in place to financially protect your loved ones, if the worst was to happen to you?
       

15) Have you got an up-to-date will?
   

Financial health check

Take our quick quiz to see how healthy your finances are


Household budgeting

Running a household costs a lot, we can help you plan


Pension planning


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