Attitude To Risk - Pension Works

Now loading: Pension Works - Attitude to Risk Questionnaire

1. Your Investing Experience

Your experience of investing in different financial products.

2. Investing Experience Continued

Your experience of investing in different financial products.

3. Investing Experience Continued

Your experience of investing in different financial products.

4. Your Attitude to Risk

Your attitude to investment risk will be explored by looking at how much risk you would be prepared to take in different situations.

5. Attitude to Risk Continued

Your attitude to investment risk will be explored by looking at how much risk you would be prepared to take in different situations.

6. Attitude to Risk Continued

Your attitude to investment risk will be explored by looking at how much risk you would be prepared to take in different situations.

7. Attitude to Risk Continued

Your attitude to investment risk will be explored by looking at how much risk you would be prepared to take in different situations.

8. Your Capacity for Risk

A few questions to help your adviser understand your capacity for taking investment risk given your current financial position.

9. Capacity for Risk Continued

A few questions to help your adviser understand your capacity for taking investment risk given your current financial position.

Complete - Review Information

Complete - No Action Required

Pension Works -
Attitude to Risk Questionnaire

Name:
Date of Birth:
Postcode:

Welcome to the Pension Works Attitude to Risk Questionnaire

When completing this questionnaire, it's important that you carefully consider your answers in respect of the risks/transfers of the pensions you've asked us to look into because we will use this to assess your understanding of your risks associated with this process & ultimately our recommendations.

Please think carefully about the following questions and answer honestly. You can only select 'Neither Agree / Disagree' up to 3 times.

If you would like to make any other comment about your previous investment experience (e.g. buy to let), background or education which you feel is relevant here, please do so

How would you describe your level of knowledge and experience in investments?

This space can be used for any further notes about the questions or answers:

How likely is it that you will need to take money from your investments earlier than planned?

Very likely: Under certain circumstances I can see a situation where I would need to access my investments early – e.g. in a financial emergency

Possibly: I may need to access my investments early e.g. in a financial emergency

Unlikely: I won’t need to access my investments early as I have other money for financial emergencies

I can’t access some or all of my investments early (e.g. a pension)

This space can be used for any further notes about the questions or answers:

Attitude to Risk Questionnaire Completed

You have now completed the Pension Works Attitude to Risk Questionnaire.

Please take this moment to review the information you have submitted using the navigation buttons below.

If you are happy with the information provided, simple close this page and our team will be in touch soon regarding the next steps.

Attitude to Risk Questionnaire Completed

You have completed the Attitude to Risk Questionnaire and we have all the information we require from you at this time.