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Pension Health Check
Answer these 9 simple questions.
If you don't have all the answers, skip to the next question.
Click submit to view your health check report.
Smile: You're about to become pension savvy.
1.) About you
Planned Retirement Date:
Date of birth: (dd/mm/yyyy)
Gender:
Male
Female
At what age would you like to retire?
What annual income would you like to receive in retirement? e.g. £16000?
2.) State Pension Entitlement
Possible State Pension:
State Retirement Age:
How many full years do you think you've worked since your 18th birthday?
Yes
No
3.) Public, Private and Employee based pensions
Do you belong to any
Final Salary
schemes (including public sector)? How much are they likely to pay out in retirement?
Do you belong to any
individual or employer
pension schemes? What is the total value of the pensions funds?
Are
you
or
your employer
contributing money into an existing pension? If so, roughly how much each month?
