Attitude to Transfer Risk Questionnaire2019-01-27T13:10:53+00:00

Attitude to Transfer Risk Questionnaire

A guaranteed income for life removes risk & uncertainty.

We must establish how you feel about this before we can offer personalised advice got you.

Please answer the following questions.



YesNo


YesNo


YesNo


YesNo


YesNo

Pension Protection Fund


Even if your pension scheme fails, there is a safety net that means you will still have a guaranteed income for life.


YesNo


Guaranteed income


Some forms of pension income is guaranteed to be paid indefinitely, for example, lifetime annuities & final salary or defined benefit pensions. Other funds may be considered, but where there is no guarantee, these could become exhausted.


YesNo


Running out of money


Flexible pensions may allow you to do things “now”, but this means that you risk ending up reliant on a state pension and potentially being at the mercy of the state.


YesNo

If Yes, please give details here

Long term care


It is becoming more and more likely that people will end their days needing some form of social or nursing care. This might be help at home to enable you to stay put or moving to a care home.


YesNo

If Yes, please give details here

Legacy


What happens when you die may be preferable under a flexible pension assuming you die before the fund is depleted.


YesNo

If Yes, please give details here






Your Details