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Pension Transfer Personality Quiz
Take our free pension transfer personality quiz to find out if a pension transfer is right for you!
1 / 10
How would you describe your investment or financial planning experience?
2 / 10
Where will you live in retirement?
3 / 10
What sort of taxpayer will you be in retirement?
4 / 10
How would you describe your relationship with money and finances?
5 / 10
Are your essential outgoings already covered by other retirement income?
6 / 10
Will anyone else be reliant on your pension for their financial security?
7 / 10
When you retire, will you need to withdraw a lump sum?
8 / 10
Do you require ad-hoc access to your pension funds in retirement?
9 / 10
How would your ideal retirement income be structured?
10 / 10
If you died, who would you want to benefit from your pension money?
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