For a more secure financial future
How it works
Plan ahead with confidence
Here are the things you'll need to help create your plan:
- Details of your regular monthly income
- Details of your financial commitments such as credit card and loan payments
- Details of your monthly spending on bills and living costs – it might be useful to have a recent bank statement and supermarket receipt to hand to help with this
For a full list of the different spending areas included in the plan download out handy printable checklist here.