UK Pension Knowledge Test - SuisseRock - Financial planning for the global expat community

Welcome to our free online UK Pension Knowledge Test

We hope this helps you improve your knowledge about your UK pension assets and the information you need to know.

What type of UK pension do you have?

How many pensions do you have?

1

5

1 out of 5

Do you know the recent value of your pension(s)

Yes Yes No No

If yes, what was the last known value of your pension(s)

2 out of 5

Do you know how much your spouse or children will receive upon death?

Yes Yes No No

Do you know how your pension will be taxed upon death?

No No Yes Yes

Who do you want to receive your pension benefits?

3 out of 5

Do you know how your pension is invested?

Yes Yes No No

If yes, are you satisfied with your investment performance?

No No Yes Yes

Is your investment in line with your current attitude to risk?

No No Yes Yes Unsure Unsure

What is your attitude to risk?

Cautious Cautious Balanced Balanced Growth Growth

4 out of 5

Will your pension be sufficient to provide you with your desired income?

No No Yes Yes Unsure Unsure

What annual income do you require when you retire?

Do you know how your pension income will be taxed?

No No Yes Yes

Do you know what the most tax efficient way of drawing an income is?

No No Yes Yes

5 out of 5

Thank you for completing our quiz.

By submitting this form we will email you a copy of our questions and your answers. This might act as a useful guide when you are next reviewing your UK pensions and prompt you to ask your financial advisor.

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Email

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Welcome to our free online UK Pension Knowledge Test

Thank you for completing our quiz.

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