Top of main content

Financial fitness

Our financial fitness hub gives you the tools you need to help work your money.

Getting your finances in shape can make a big difference to your wellbeing. That’s why having a financial fitness plan is important. What would you like to work on next?

How financially fit are you?

Answer some quick questions about your spending, saving and borrowing to generate your own financial fitness score out of 100.

  • Answer some quick questions about your incomings and outgoings to give you an indication of your financial fitness score out of 100

  • Get tips to help you set achievable goals to improve your financial fitness

  • Come back and complete the questions at a later date to see if your score has improved

  • You can now get a financial fitness score for your whole household, not just yourself

Check what you’re entitled to

Billions of pounds of government benefits and allowances are going unclaimed every year.

One of the reasons is that many people don't realise they qualify for them.

Tools and services to give you a helping hand


Our financial fitness trainers are on hand to speak to you about your banking needs – and you don’t have to be an HSBC customer to benefit from this service.


Use our calculator to find out how much money you’d need to put aside to cover a financial shock.


Take control of your spending with our budget planner. It’ll help you work out where your money goes and see if you can start saving more.


Use our calculator to find out how long it will take you to save for that special purchase.

It’s easy to answer your query online. Visit our Help page to find out how.