Screen Reader Mode Icon

Question Title

1. Do you know at what age you plan to retire?

Question Title

2. Do you know how many employee/private pensions you have - and do you know their cumulative value?

Question Title

3. Do you know what your pensions are invested in - and the cumulative charges?

Question Title

4. Have you looked at consolidating your pensions into a single plan with a view to simplifying their administration?

Question Title

5. Do you know when you can access your pensions?

Question Title

6. Do you know how much you can take from your pensions as an initial tax free lump sum?

Question Title

7. Do you know how much you'll need to draw from your pension each month (or the value of the annuity you'll need) to fund the kind of retirement you envisage, and do you know whether this will be achievable with the investments you're accumulating?

Question Title

8. Do you know whether your pension assets will benefit your family after your death?

Question Title

9. If you've considered retiring abroad, do you know what the implications of this would be for your UK pensions (in terms of access, currency conversion and tax considerations)?

Question Title

10. When did you and/or an adviser last review your pension assets and your retirement plan?

( Privacy & Cookie Notice
0 of 11 answered
 

T