Are you retirement ready?
20 essential questions to ask yourself before you retire.
Retirement should be a great time, one for you to kick back and enjoy the fruits harvested from years of service.
The truth is retirement is expensive. In the absence of regular income, you need to be confident that the money choices you’ve made over your lifetime up until this moment have prepared you for what's next.
5 minutes to save your financial future.
Retirement should be everything you've worked towards – a time to enjoy life on your terms, pursue your passions, and reap the rewards of decades of hard work. But here's the reality: without regular income, your financial security depends entirely on the decisions you've made along the way.
The question isn't whether you've saved money – it's whether you've saved enough and made the right choices to fund the lifestyle you want for potentially 20-30 years or more.
My 20-question assessment reveals exactly where you stand.
In less than 5 minutes, you'll get a clear, honest evaluation of your retirement preparedness across the four pillars of financial security:
- Money Habits – Are your daily financial behaviours setting you up for success?
- Investment Choices – Is your money working hard enough for your future?
- Financial Planning – Do you have a clear roadmap to your retirement goals?
- Saving Skills – Are you building the financial cushion you'll need?
No guesswork. No uncertainty. Just clear insights into your financial future.
Whether you're years away from retirement or already there, understanding your current position is the first step towards the confident, secure retirement you deserve.
Take the assessment now – your future self will thank you.
This assessment looks at the following areas:
Money Habits
Are your daily financial behaviours setting you up for success?
Investment Choices
Is your money working hard enough for your future?
Financial Planning
Do you have a clear roadmap to your retirement goals?
Saving Skills
Are you building the financial cushion you'll need?

"www.talkpensions.co.uk" is operated by Ewan Duncan, RetireInvest Ltd.
The value of your investment can fall and you could get back less than you initially invested.
This scorecard is designed to give an indication of financial readiness and is an educational resource, it is not a substitute for financial advice. The results are not intended to be financial advice.
Approved by Quilter Financial Services Ltd on XXXXX.
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