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PRE-RETIREMENT SURVEY

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THANK YOU FOR TAKING PART IN OUR
PRE-RETIREMENT SURVEY

We have designed the questions so that you can mostly just tick the boxes. However you can also elaborate on your answers as little or as much as you wish to, in the comment section of each answer. Please feel free to tell us as much as you wish - the comment boxes will expand as you type.

Please be assured that your information will be used only as part of the accumulated results of the survey. You will not be personally identified in any way. Your email address is purely so that we can contact you if necessary in the context of the survey.

Please use the TAB key to move between fields


About you
When do you hope to retire?
Your gender:
First name:
Last name:
Email Address:
Postcode:
Survey Questions
1. How do you view the prospect of retirement? Can't wait , Looking forward to it , Should be OK Concerned about it, Very concerned about it , Fearful about it Additional Comments (optional)

2. What are your main hopes and concerns about retirement?

3. How much planning of your retirement have you done? None , less than 2 hours , 2-4 hours , 4-8 hours 1-2 days more than 2 days more than 5 days Additional Comments (optional)

4. Do you think that you have done adequate planning for your retirement? Yes , Sufficient at this stage , No Additional Comments (optional) Have you covered both finance and lifestyle aspects. If you have a partner have you considered what you do together and what you do separately.

5. Are you expecting to work in retirement (paid or voluntary)? Not work , Part time paid , Full time paid , Voluntary work Part time paid & voluntary Additional Comments (optional) Particularly what type of work and whether it will be different to your job before you retired.

6. Do you plan to move home in retirement? No , Yes within UK , Yes abroad , Additional Comments (optional)

7. On which aspects of retirement do you feel that you would welcome advice? Please tick all that apply. Finance , Health and fitness , Working in retirement Travel & Holidays , Continuing education , Hobbies and activities , Moving house , Relationships Additional Comments (optional)

8. (a) Does your employer provide pre-retirement workshops (b) are you familiar with the concept of pre-retirement workshops and their value? (a) Company provides , Company doesn't provide , Don't know , (b) Familiar with workshops & value Not familiar with workshops & value Additional Comments (optional)

9. Any other comments you would like to give us about your retirement plans or thoughts about retirement?

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