Capital at risk.
Are you prepared for a retirement that allows you to leave what you want to who you want?
Our quiz takes just a few minutes to complete and assesses where you stand across five key areas. You'll receive a clear and personalised picture of how well prepared you are for both retirement and the legacy you want to leave behind. And if there are gaps, we'll help you understand what to do next.
Simply rate yourself from strongly disagree to strongly agree across 15 easy questions, and you'll get:
- An overall score and what it means
- Category scores and what they mean
- A detailed follow up with a full category breakdown
Are you prepared for a retirement that allows you to leave what you want to who you want?
Our quiz takes just a few minutes to complete and assesses where you stand across five key areas. You'll receive a clear and personalised picture of how well prepared you are for both retirement and the legacy you want to leave behind. And if there are gaps, we'll help you understand what to do next.
Simply rate yourself from strongly disagree to strongly agree across 15 easy questions, and you'll get:
- An overall score and what it means
- Category scores and what they mean
- A detailed follow up with a full category breakdown
You’ll be scored against the following key areas:
Your plan
Have you thought about what you want your retirement to look like, and what you want it to mean?
Your people
Have you had the conversations with your family and the people who are part of your plan?
Your finances
How well do your pension, savings, and estate set you up for retirement and the legacy you want to leave?
Your future
How confident are you that your plan will hold up as your circumstances change?
Your mindset
How emotionally ready are you for retirement, and have you thought about what legacy means to you?
