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.

Welcome to your Investment Risk Profiling

 

Introduction

An essential part of our advice process in relation to your company pension is an assessment of your attitude to investment and other risks. This enables us to recommend a suitable investment strategy or consider the suitability of any existing investment fund selection.

There are 12 questions which are designed to assess your thoughts when making financial investment decisions. There are no right or wrong answers and please answer every question, even if you feel it doesn’t really apply to you.

 

Important Notes

We would refer you to our privacy statement (https://www.wingatebs.com/wp-content/uploads/2018/05/wbs-privacy-statement.pdf) which explains how we use any personal information we collect about you.

The information you provide on this questionnaire will be exported by us through a Google account for processing and storing on our secure internal systems. Once the data has been exported, it will be deleted permanently from the Google Services used for the questionnaire.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.