1. Do you feel on track to have sufficient income when you want to retire?
a. Yes, I have calculated it and feel confident.b. I have a pension fund, but don’t know if it’s enough.c. I have a pension fund, and it’s definitely not enough.d. I have no real plans in place.

2. Do you know or care where your pension money is invested?
a. Yes I do and it’s performing well.b. Yes I do, but I am not happy with its growth.c. Not really and I am not happy with its growth.d. Haven’t got a clue, but I know I should care.

3. Do you understand that you have choices open to you?
a. No, I need help.b. Yes, but I don’t know what they are.c. Yes and I am ready to take control of my destiny.d. Yes and I have taken full control.

4. How important is succession planning to you?
a. Vital, my wife/husband/partner will also be reliant on my pension.b. Very important, I want my (grand) children to benefit, not the State.c. Not particularly, I have no-one in need of the money after I die.

5. Do you feel fully informed by your current pension providers or adviser?
a. Yes, they are excellent and I am on track to achieve my goals.b. Not really and I need a stronger plan in place.c. No, I never get anything useful from them.

6. What will you do to change things?
a. Nothing, I will continue to stick my head in the sand.b. Pump as much money into my pensions as possible and hope it works out.c. Take a more tactical approach with my investment selections.

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