Questionnaire


Introduction

 

Welcome to your Retirement Income Review Questionnaire

Key to the success of your company pension and your retirement planning in general is understanding the potential retirement benefits your pension(s) could provide. Once you have a realistic projection of these benefits you will be in a position to decide what action (if any) you will need to take regarding future contributions to give you more chance of reaching your retirement income goals.

The more information you provide on this questionnaire the more realistic and useful your retirement income report will be. If you don't have a specific retirement income 'goal' then as a starting point please consider the minimum amount of income in today's terms you think you'll need in retirement and use that.