How retirement ready are you?

You might have great potential, or you could already be in a strong position. Take our quick quiz to find out how prepared you are.

Start the quiz

The quiz explores four important topics when it comes to retirement planning
It should take no longer than two-to-three minutes to complete
You don’t have to enter any personal details to take part

How retirement ready are you?

You might have great potential, or you could already be in a strong position. Take our quick quiz to find out how prepared you are.

Start the quiz

The quiz explores four important topics when it comes to retirement planning
It should take no longer than two-to-three minutes to complete
You don’t have to enter any personal details to take part

Find out how retirement ready you are

Category: Section 1: thinking about the future

When thinking about your retirement what best describes your feelings?

Concerned

Uncertain

Optimistic

Confident

Category: Section 1: thinking about the future

How often do you check your pensions or retirement savings?

Never

Occasionally

Regularly

Very regularly

Category: Section 1: thinking about the future

Roughly how much income do you think you will need each year in retirement to cover all your needs?

£20,000 to £30,000

£30,000 to £40,000

£40,000 to £50,000

£50,000+

Don’t know / Don’t wish to disclose

Category: Section 1: thinking about the future

Do you feel on track for the retirement you want?

Definitely not

Probably not

Probably yes

Definitely yes

Category: Section 2: your habits and priorities

If you received an unexpected £500, what would you most likely do with it?

Spend most of it right away

Save it in a bank account

Add it to long-term savings or a pension

Split it between spending and saving

Category: Section 2: your habits and priorities

When it comes to your finances what best describes you?

I focus only on today’s needs

I focus mainly on today and sometimes think about the future

I try to balance today’s needs with my future security

I focus mainly on my future security

Category: Section 2: your habits and priorities

How would you describe your saving habits?

I rarely save

I save occasionally

I save regularly

I save consistently with a plan in mind

Category: Section 2: your habits and priorities

When you make financial decisions, what matters most to you?

Security

Flexibility

Growth

Enjoyment

Category: Section 3: your investment knowledge

How confident are you that you know the value of your current retirement savings?

Not at all confident

Slightly confident

Fairly confident

Very confident

Category: Section 3: your investment knowledge

How would you describe your understanding of pensions and investments?

Minimal

Basic

Good

Advanced

Category: Section 3: your investment knowledge

How confident do you feel making big long-term financial decisions?

Not confident

A little confident

Fairly confident

Very confident

Category: Section 3: your investment knowledge

How comfortable are you comparing different pension providers or investment options?

Not comfortable

Somewhat comfortable

Comfortable

Very comfortable

Category: Section 4: your current position

Roughly how much is your pension pot worth?

£0 to £10,000

£10,000 to £50,000

£50,000 to £150,000

£150,000+

Don’t know / Don’t wish to disclose

Category: Section 4: your current position

Do you know where all your pensions are held?

No, I do not know where any of them are held

I am not sure where some of them are held

I know where most of them are held

Yes, I know where all of them are held

Category: Section 4: your current position

Do you have other significant savings or investments (e.g. ISAs, property, shares etc)?

None

Some

A fair amount

Significant amounts

Don’t know / Don’t wish to disclose

Category: Section 4: your current position

How often do you contribute to your pension?

Never

Occasionally

Monthly

More than monthly

Category: Section 4: your current position

Are you maximising your pension contribution allowance?

Yes

Don’t know / Don’t wish to disclose

Category: Section 4: your current position

Could you put more into your savings, pensions or investments if you wanted to?

Yes

Don’t know / Don’t wish to disclose

Category: Section 5: personal details

What age are you?

18-24

25-34

35-44

45-54

55-64

65+

Category: Section 5: personal details

Your gender

Male

Female

Prefer not to say

Your score is

Important information: this website is aimed solely at UK investors subject to UK tax regimes. While we are a financial advice company, nothing on this page should be taken as personal advice.

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