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We’ve sent you an email with your Free Pre-retirement Guide.
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0345 900 1298

Need help with Retirement Planning And Investments?

Step 1 of 16

1. What age group do you belong to?

Under 4040-4546-5051-5555+

Step 2 of 16

2. How many years until you would like to retire?

I am already retiredIn less than 5 yearsIn 5-10 yearsIn more than 10 years

Step 3 of 16

3. Have you lost track of any previous workplace or private pensions?


Step 4 of 16

4. When was the last time you reviewed your pensions?

In the last 3 monthsIn the last 12 months1-2 years ago2-3 years ago4+ years

Step 5 of 16

5. Do you know the pension charges and whether funds are well performing?

YesNoNot sure

Step 6 of 16

6. Are you confident that your fund will reach your expectations for retirement?

YesNoNot sure

Step 7 of 16

7. Do you understand the level of risk you are currently taking with your investment plans?

YesNoNot sure

Step 8 of 16

8. Are you taking full advantages of your annual pension allowance?

YesNoNot sure

Step 9 of 16

9. Are you drawing from all of your pension pots?


Step 10 of 16

10. Do you hold any final salary / defined benefit pensions?

YesNoNot Sure

Step 11 of 16

11. Was your employer a public body, local council or armed forces etc?


Step 12 of 16

12. Do you have other workplace or private pensions?


Step 13 of 16

13. Do you have a private pension that you still pay into?


Step 14 of 16

14. Please tell us your employment status.

Business OwnerSelf employedEmployedUnemployedOther

Step 15 of 16

15. What is the approximate value of your pension pots(s)?

£0-30k£30-80k£80-250kOver £250kNot sure

Step 16 of 16

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