My Legal Checkup for

the financial sector

An added value service

supporting FCA directives

Financial Sector


Banks    Friendly Sociaties/Mutuals    Building Sociaties    Insurers

Enhanced Service


Complete your client service by offering them the opportunity to take our My Legal Checkup, a 3 minute online questionnaire assessing their need for legal provision and providing a personal report together with suitability and selection options.

The need for legal provision


Legal matters can seem daunting, especially if mistaken beliefs are held due to misinformation.


For example:

Up to 50% believe that unmarried partners have the same rights as those in a civil partnership or marriage – not true – there is no such thing as a ‘common law’ spouse or partner.


Over 60% of adults in the UK do not have a Will. If a person dies without having made one, the probate process may take 18 months plus and the estate may not be distributed as one would have wished.