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Debt worries, to how to get a mortgage; we have got information and useful links covering a range of financial topics.

Financial Advice

Looking after your finances

Taking control of your finances and managing your money allows you to have better financial wellbeing now and in the future, whether you’re an active member of the armed forces or a veteran.

Maintaining a good credit rating is vital for healthy finances; improving your chances of getting a credit card, mortgage or loan approval to better interest rates and credit limits.

Knowing your credit score is key to understanding where you stand financially. You can run free reports online through credit agencies such as Credit KarmaClearScore and Experian to keep on track with your finances.

Financial guidance for the Armed Forces

The organisations below give financial education and support for the armed forces community:


MoneyForce is the home of money advice for UK Service people. A joint initiative between Standard Life Charitable Trust, The Royal British Legion and the Ministry of Defence.

The MoneyForce website aims to assist all Service personnel, partners, families and dependants, to be better equipped to manage their money and financial affairs.

British Legion

The British Legion provides specialist compensation advice, help with debt and emergency situations, and support for you through grants and loans. They help to ease the burden of financial pressure for thousands of Service and ex – Service people every year.

Forces Money

Forces Money are military tax reclaims specialist in the UK.

We are a dedicated team of ex-military personnel who have years of experience dealing with serving soldiers, sailors and airmen. We know how to process military tax reclaims and have experience dealing with the MOD and HMRC. We receive over 200 claims per month and only deal with the military so we have the expertise to process your claim hassle-free.


It pays to save; therefore, it is important that your savings are working hard to give you and your family a financial security net for the future.

We’ve joined forces with Sheffield Mutual, specialists in tax-free savings and investment policies. They have been helping members make the most out of their money since 1892; Tax exempt saving plans, Tax free ISA’s to Children’s savings, a simple online application process with an exclusive offer for Trinity customers can help you find a suitable plan.


Whether you are buying a new property or re-mortgaging, finding the right mortgage deal can feel overwhelming, that’s why we teamed up with BFG mortgages to offer no fee expert advice.

Experts in their field, they help you understand your current financial position and outline how to move forward.

Mortgage affordability calculators

If you are unsure how much you can afford to borrow, using an online mortgage affordability checker can be a great tool for estimating how much you can afford to borrow and how much lenders may offer.

Military life insurance & personal accident insurance

Have you ever thought about how your family would cope financially if you were not around or were involved in a life changing accident? It can be difficult to think about, however, having the right insurance can give you peace of mind that your family are financially protected. At Trinity Insurance, we offer specialist military life insurance and personal accident insurance that is high quality, affordable and can be tailored to suit your needs.


Do you have questions about your pension? It is important that you understand your options and make sure that your pension is working for you. You can find the answers and get the help you are looking for from free online services:

Pension Wise
The Pension Advisory Service
The Money Advice Service
The Forces Pension Society

The Forces Pension Society is your pension watchdog. They are an independent, not-for-profit organisation that acts for the entire military community. For just £42 per year you get access to expert guidance and exclusive member offers.

Debt, money worries & borrowing

Dealing with the stress of debt and financial issues can be difficult to confront. Taking control and seeking debt free advice can help you get back on track with your finances.

Start your debt free journey by contacting non- profit online money advice services:

Citizens Advice
Step Change
National Debt Line

You don’t need to suffer with debt problems alone. If money worries are affecting your mental health, visit our health and wellbeing section for useful resources and links to professional support.

Military discounts

Every little helps when it comes to military discounts!

The Defence Discount Service provides serving members of the armed forces and veterans with online and high street discounts to enjoy. At Trinity Insurance, we regularly post offers on our products which can be found on the Defence Discount Services website. Register today to keep up to date with our latest’s deals and see what you can save!