PFS launches new financial health check.


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.

Estate and Inheritance Tax Planning Explained

Christina Clegg IFA explains the benefits of estate planning and Inheritance Tax Planning.

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

Awards and Accreditations

Pension Transfer Gold Standard
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

Mr & Mrs W

Christina is a very approachable young woman and is always ready to answer any questions. I would not hesitate to recommend her to friends.

Mrs V

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F