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Financial Fitness Test

A 10-minute test to help you discover how well you understand your own finances.

About the Financial Fitness Test

We have devised this unique Financial Fitness Test to help you uncover how well you really understand your own finances and to see what kind of financial shape you’re in. It’s a great place to start when thinking about how you can make the most of your money in the future by understanding where you stand today.

It is important that you answer each question as honestly as possible and select the answer that best represents how you feel on each particular topic. Remember that the results are for your own benefit only.

The test consists of 24 simple multiple choice questions and should take less than 10 minutes to complete.

The test is completely free and you won’t have to enter any personal details to get your Financial Fitness grade if you don’t want to.

Once complete, you will receive your unique Financial Fitness grade and see how you rank in relation to your peers. You will also see some hints and tips on how you can improve your grade and really get in control of your finances.

Got it?  Get started below.



Financial Fitness Test

Financial Fitness Test
Q1: Investment performance
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Q2: Investment charges
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Q3: Investment risk
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Q4: Investment monitoring
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Q5: Inheritance tax
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Q6: Pension value
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Q7: Pension performance
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Q8: Pension charges
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Q9: Emergency fund
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Q10: Tax-efficient investments
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Q11: Life cover
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Q12: Income protection
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Q13: Critical illness
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Q14: Long-term care
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Q15: Wills
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Q16: Debts
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Q17: Regular reviews & monitoring
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Q18: Consolidated investments view
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Q19: Financial control
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Q20: Financial goals
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Q21: Making time for your finances
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Q22: Enjoying managing your money
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Q23: Financial organisation
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Q24: Money and lifestyle
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