Gratis testmall för financial advisers

How ready are you for retirement?

Scores savings, pensions, spending plans and protection, so an adviser can start the right conversation.

13 frågor · cirka 2 min · English

Vad det mäter

Savings and pensions: You know what pensions and savings you have and roughly what they could give you.
Your retirement plan: You have a clear idea of when you want to stop working and what you want to spend.
Closing the gap: You have checked whether your income will cover your plans and know what to do if it does not.
Protection and safeguards: You and your family are covered if illness, death or a change of plans gets in the way.

Vem gör det

People aged 40 to 60. Varje deltagare får poäng per område och en rapport skriven för hen; du får e-postadressen, poängen och en kort sammanfattning av vad hen behöver.

Prova. Meridian Wealth är påhittat; testet och rapporten är riktiga.

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