Tell us about your personal situation

At any time in your life you could experience a physical or mental health condition, that could change how you carry out day-to-day tasks and impact your financial decision-making.

A few examples could be: 

• a mental health condition
• a physical disability 
• a severe, long-term or terminal illness diagnosis

You may have recently experienced a change in your life at home that you need to adapt to – whether that's emotionally, financially or both. 

The change could result in you needing more time to understand information and make decisions.

A few examples could be if you've: 

• recently had a baby
• had a change in your family life or structure
• got married, divorced or separated
• been bereaved

For different reasons, you might not be confident managing your money – which could affect your understanding of financial products.

A few examples could be if you: 

• aren't sure how to best make your money work for you
• are unfamiliar with technology, like mobile apps and online banking.
• rely or previously relied on a someone else to help you make decisions

If your finances have recently increased or decreased, you may still be adapting to the difference. 

Managing a change in your finances, or worrying about money can affect how you make financial decisions. 

A few examples could be if you've: 

• been made redundant, changed your job or retired
• experienced a change in your family's income
• recently received a large sum