Advice Questionnaires

Tell me a little about yourself

So we can understand what you’re looking to achieve from your pension(s), please complete this questionnaire by clicking on the button below.

We’ll use this information to tailor the discussions about which are the best options for you.

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.