This questionnaire helps us understand your attitude to investment risk so we can recommend a retirement strategy that genuinely suits you. It takes around 10 minutes to complete.
Secure and confidentialTakes 10 minutesFCA regulated
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Title *
MrMrsMissMsDrOther
Surname *
Full forename(s) *
Date of birth *
Postcode *
Question 1
How long before you expect to start taking retirement income?
Enter a number of years from 3 to 30. This time period is very important in the risk assessment process.
Question 2
Do you have an emergency fund to provide for unexpected expenses, to avoid needing to draw on medium- to long-term savings to meet immediate needs?
You should allow the equivalent of at least three months' net income for emergencies.
Question 3
What is your expectation of your future earnings up to retirement?
Question 4
What percentage of your total assets (excluding your home) are you proposing to invest now?
Question 5
Which statement most closely reflects your current financial situation?
Question 6
Which statement best describes your objectives for this investment?
Question 7
At the beginning of the year you have £100,000 invested. The options below show the potential best and worst case value of four possible investments at the end of the same year. Which investment would you prefer?
This is for illustration only and does not reflect the performance of a specific fund or index.
Question 8
What level of fall in the value of this portfolio over a one-year period would concern you, bearing in mind that investment in shares requires a long-term view?
Question 9
Suppose one year ago you invested £100,000 in a portfolio. Today you've checked its value and find it is now worth £87,000. How would you feel?
Question 10
You are more concerned that your investments grow faster than inflation, than you are about returns over any one-year period.
Question 11
If you were advised that your current fund and future savings are not sufficient to meet your retirement goals, what action would you take?
Question 12
What is your attitude towards purchasing an annuity to provide income in your retirement?
An annuity is the contract you purchase from a provider using a lump sum (e.g. proceeds of your pension fund) to guarantee you an annual income for life or a set period of time.
Question 13
Which of the following statements best describes your other retirement provisions?
Target amount at retirement (£)The total amount you wish to achieve at retirement to provide an income and any tax-free cash. Please allow for the effects of inflation, investment risk and your tax position.
Expected retirement age
Your adviser will use your answers to compute a suggested risk score and asset allocation. This is only a guide, and you can decide, with your adviser's help, to invest more conservatively or more aggressively. We do not provide advice on selecting specific investments as part of this questionnaire.
Your signature *
Typing your name here and submitting this form is your electronic signature and has the same legal effect as a handwritten one.
Date of signature
Date questionnaire completed
Declaration
I confirm that the information provided in this questionnaire is accurate to the best of my knowledge, and that my signature above is intended as my legal signature and confirmation of the answers given.
I confirm the above declaration and consent to Retirement Professionals using this information as part of my risk profiling and retirement planning.
Thank you
Your risk profile questionnaire has been received. Your adviser will review your answers and be in touch to discuss your results and next steps.