PFS launches new financial health check

Financial-Planner-in-Burnley-Christina-Clegg
Financial-Planner-in-Burnley-Christina-Clegg

Article by Phil

The Personal Finance Society (PFS) has just (31/3/21) launched as new free personal finance health check tool as part of its new Your Money initiative in its My Personal Finance Skills website.

The new website includes several helpful tools including:

  • Health Check Tool
  • Savings Calculator
  • Understanding finance videos
  • Planning your finances tool
  • Fact sheets on how to avoid scams.
  • Find a Financial Adviser Tool

These new initiatives have been developed as an extension of the PFS’s existing My Personal Finance Skills initiative which delivered financial education into schools and colleges. The PFS signed up 900 advisers to volunteer to deliver the schools training, including both Christina and Adele, who ran sessions at St Christopher’s in Accrington and at Nelson and Colne College.

The launch is in response to the Financial Conduct Authority (FCA) increasing concern about the financial vulnerability of adults in the UK. The FCA estimates that up to 50% of people are vulnerable to scams and changes to their financial circumstances. The tools are designed to help to reduce vulnerabilities by providing access to education and information. 75% of adults say they did not receive any financial education at school and wish that they had.

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Our team has over 100 years of experience in financial services - so why not arrange a free initial meeting with a Financial Planner and find out how we can help? Call on 01282 614444 or drop us an e mail to enquiries@ccfps.co.uk

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Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
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Adele, what an easy, straightforward manner you have. It was so good of you to set aside time to look over my finances……you have been kind and concise and I feel a lot calmer. Thank you so very, very much.

Mrs B

I will be recommending Adele to act for colleagues I work with, who will need the same advice as I have received in the future.

Mr M

I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.

Mrs L