Retirement Readiness Survey
The honest pension check: provision, gaps, timeline, and the picture in mind.
5 questions · 1 page · about 2 minutes to answer · fully editable after you start
Retirement planning fails quietly, in the unopened statements and the someday. This readiness survey makes the position visible: provision inventory across pensions and savings, the imagined retirement priced honestly, timeline, and the confidence gap between the picture and the pot.
The order of questions is doing therapeutic work. Asking people to describe the retirement they picture before asking how confident they are that the money matches it is what makes the gap felt rather than merely reported – and a gap that is felt is the one someone acts on.
For advisers and workplace programmes, the worried-but-unengaged segment this finds is exactly where guidance changes outcomes. They are not the people with no provision, who need a different conversation entirely, nor the confident planners who need nothing; they are the ones with pots they have never valued and a picture they have never priced. Run it anonymously and report only in aggregate – people do not answer honestly about money their employer might see.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Your retirement picture
This survey asks about your savings and your plans for retirement. Your answers give a picture of how prepared you are and what to look at next. It takes about 2 minutes.
Q1.Current pension provision?*
- Workplace pension only
- Workplace + personal
- Multiple pots from job changes
- Little to none yet
Q2.Do you know roughly what your pots would provide?*
- Yes - I track it
- A vague idea
- Honestly no
Q3.Describe the retirement you picture - where, doing what, from when?*
Q4.Confidence the money will match the picture?*
Q5.What stops you engaging more with it? Tick all that apply.
- Feels too far away
- Too complicated
- Cannot afford more now
- Nothing - I am engaged
More Finance & Professional Services templates
Browse all Finance & Professional Services templates
Risk Tolerance Questionnaire
The suitability foundation: capacity, attitude, horizon, and the sleep test.
Small Business Financial Health Check
A self-assessment for owners: cash flow, margins, reserves, and blind spots.
Tax Season Client Feedback
The filing-season debrief: document requests, deadlines, surprises, and stress.