Let's get to know your attitude to money

Please fill in the short financial quiz below…it shouldn’t take longer than 5 minutes…promise…

Your Name

Your Email

Your Phone Number

Education

Degree Or Higher Other

When deciding to invest my money risk doesn't worry me. It's the only way to increase my chances of greater returns
1=Disagree 5=Agree

1 2 3 4 5

You need to speculate to accumulate
1=Disagree 5=Agree

1 2 3 4 5

I am comfortable that in conditions of market volatility the value of my pension may fall in the short term
1=Disagree 5=Agree

1 2 3 4 5

When the value of my pension declines I would prefer to change its investments to limit further losses
1=Disagree 5=Agree

1 2 3 4 5

I don’t feel anxious about the value of my pension in the short term, and don’t check it frequently
1=Disagree 5=Agree

1 2 3 4 5

What Is Your Main Source Of Income?

Retirement Employment/Self Employment Investments

What Is Your Annual Income?

What Is The Total Value Of Your Assets?

What assets/investments do you hold?

I have peace of mind that my will takes care of my dependents appropriately

Yes No

I might need to consider my options in terms of a mortgage

Yes No

Why do we ask?

Your answers help us understand your attitude to fluctuations in pension value and help us invest in the way that you’re most comfortable with…

Talk to us

Twitter Envelope Linkedin Instagram Facebook

Twitter Linkedin

Send Email

Instagram Facebook