These questionnaires are best viewed on a laptop or desktop screen. If you can’t see all the answers, please use your mouse to scroll down or use the slider at the side of the screen.

Pension Transfer Questionnaire (Pre-Retirement) 

For me to get a better understanding of your situation and reasons for looking to transfer your pension, please complete this questionnaire.

The answers you provide, together with our discussions, will help me determine the best course of action for your pension.

Retirement Options Questionnaire (At Retirement)

If you’re looking to transfer your pension(s) and immediately take benefits, it would be really helpful if you could tell me a little more about your plans.

The answers you provide, together with our discussions, will help me determine the best course of action for your pension.

Risk Profile Questionnaire

Please click on the link below to begin the risk profile questionnaire

The questions have been designed to elicit an emotional response to risk rather than a pure factual one. None of your responses will have a direct bearing on the particular funds or products that may be recommended to you, but will be used as a basis for discussion and agreement regarding your final risk profile on which recommendations will be based.