Building Your Nest Egg (Workshop) Survey

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* 1. Booking ID (please fill in the number provided by your trainer)

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* 2. Your Gender:

Male

Female

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* 3. Your Race :

Chinese

Malay

Indian

Other (please specify)

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* 4. Your Citizenship:

Singapore Citizen

Singapore Permanent Resident

Other (please specify)

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* 5. Your Age Range:

20 years and under

21 to 30 years

31 to 40 years

41 to 50 years

51 to 60 years

61 years and above

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* 6. Your Current Family Status:

Single with no dependants

Single with dependants

Married with no dependants

Married with dependants

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* 7. Your Highest Level of Education:

PSLE (Primary School)

"N' Level / "O" Level / ITE Certification

"A" Level / Diploma

Bachelor Degree

Postgraduate Degree

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* 8. Your Annual Household Income Range (Before Taxes):

$24,000 and below

Between $24,001 and $30,000

Between $30,001 and $60,000

Between $60,001 and $90,000

Between $90,001 and $120,000

Between $120,001 and above

	Do Not Know	True	False
If the inflation rate is about 3%, my cost of living will double almost every 24 years.	If the inflation rate is about 3%, my cost of living will double almost every 24 years. Do Not Know	If the inflation rate is about 3%, my cost of living will double almost every 24 years. True	If the inflation rate is about 3%, my cost of living will double almost every 24 years. False
The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement.	The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement. Do Not Know	The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement. True	The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement. False
The Supplementary Retirement Scheme is a voluntary scheme for me to supplement retirement savings by making cash contributions into an SRS account and enjoy tax relief.	The Supplementary Retirement Scheme is a voluntary scheme for me to supplement retirement savings by making cash contributions into an SRS account and enjoy tax relief. Do Not Know	The Supplementary Retirement Scheme is a voluntary scheme for me to supplement retirement savings by making cash contributions into an SRS account and enjoy tax relief. True	The Supplementary Retirement Scheme is a voluntary scheme for me to supplement retirement savings by making cash contributions into an SRS account and enjoy tax relief. False
It is not important for me to re-balance my investment portfolio regularly.	It is not important for me to re-balance my investment portfolio regularly. Do Not Know	It is not important for me to re-balance my investment portfolio regularly. True	It is not important for me to re-balance my investment portfolio regularly. False
Cash top-ups of up to $10,000 into my own Special Account/Retirement Account under the CPF Retirement Sum Topping-up Scheme qualify for $10,000 tax relief.	Cash top-ups of up to $10,000 into my own Special Account/Retirement Account under the CPF Retirement Sum Topping-up Scheme qualify for $10,000 tax relief. Do Not Know	Cash top-ups of up to $10,000 into my own Special Account/Retirement Account under the CPF Retirement Sum Topping-up Scheme qualify for $10,000 tax relief. True	Cash top-ups of up to $10,000 into my own Special Account/Retirement Account under the CPF Retirement Sum Topping-up Scheme qualify for $10,000 tax relief. False

Do Not Know

True

False

If the inflation rate is about 3%, my cost of living will double almost every 24 years.

If the inflation rate is about 3%, my cost of living will double almost every 24 years. Do Not Know

If the inflation rate is about 3%, my cost of living will double almost every 24 years. True

If the inflation rate is about 3%, my cost of living will double almost every 24 years. False

The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement.

The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement. Do Not Know

The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement. True

The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement. False

The Supplementary Retirement Scheme is a voluntary scheme for me to supplement retirement savings by making cash contributions into an SRS account and enjoy tax relief.

The Supplementary Retirement Scheme is a voluntary scheme for me to supplement retirement savings by making cash contributions into an SRS account and enjoy tax relief. Do Not Know

The Supplementary Retirement Scheme is a voluntary scheme for me to supplement retirement savings by making cash contributions into an SRS account and enjoy tax relief. True

The Supplementary Retirement Scheme is a voluntary scheme for me to supplement retirement savings by making cash contributions into an SRS account and enjoy tax relief. False

It is not important for me to re-balance my investment portfolio regularly.

It is not important for me to re-balance my investment portfolio regularly. Do Not Know

It is not important for me to re-balance my investment portfolio regularly. True

It is not important for me to re-balance my investment portfolio regularly. False

Cash top-ups of up to $10,000 into my own Special Account/Retirement Account under the CPF Retirement Sum Topping-up Scheme qualify for $10,000 tax relief.

Cash top-ups of up to $10,000 into my own Special Account/Retirement Account under the CPF Retirement Sum Topping-up Scheme qualify for $10,000 tax relief. Do Not Know

Cash top-ups of up to $10,000 into my own Special Account/Retirement Account under the CPF Retirement Sum Topping-up Scheme qualify for $10,000 tax relief. True

Cash top-ups of up to $10,000 into my own Special Account/Retirement Account under the CPF Retirement Sum Topping-up Scheme qualify for $10,000 tax relief. False

	Not Confident	A Little Confident	Confident	Very Confident
Determine my retirement income needs.	Determine my retirement income needs. Not Confident	Determine my retirement income needs. A Little Confident	Determine my retirement income needs. Confident	Determine my retirement income needs. Very Confident
Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals.	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Not Confident	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. A Little Confident	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Confident	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Very Confident
Construct my retirement plan based on my risk profile.	Construct my retirement plan based on my risk profile. Not Confident	Construct my retirement plan based on my risk profile. A Little Confident	Construct my retirement plan based on my risk profile. Confident	Construct my retirement plan based on my risk profile. Very Confident
Identify possible investment options for myself.	Identify possible investment options for myself. Not Confident	Identify possible investment options for myself. A Little Confident	Identify possible investment options for myself. Confident	Identify possible investment options for myself. Very Confident
Use CPF cash top-ups to supplement my retirement savings.	Use CPF cash top-ups to supplement my retirement savings. Not Confident	Use CPF cash top-ups to supplement my retirement savings. A Little Confident	Use CPF cash top-ups to supplement my retirement savings. Confident	Use CPF cash top-ups to supplement my retirement savings. Very Confident

Not Confident

A Little Confident

Confident

Very Confident

Determine my retirement income needs.

Determine my retirement income needs. Not Confident

Determine my retirement income needs. A Little Confident

Determine my retirement income needs. Confident

Determine my retirement income needs. Very Confident

Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals.

Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Not Confident

Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. A Little Confident

Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Confident

Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Very Confident

Construct my retirement plan based on my risk profile.

Construct my retirement plan based on my risk profile. Not Confident

Construct my retirement plan based on my risk profile. A Little Confident

Construct my retirement plan based on my risk profile. Confident

Construct my retirement plan based on my risk profile. Very Confident

Identify possible investment options for myself.

Identify possible investment options for myself. Not Confident

Identify possible investment options for myself. A Little Confident

Identify possible investment options for myself. Confident

Identify possible investment options for myself. Very Confident

Use CPF cash top-ups to supplement my retirement savings.

Use CPF cash top-ups to supplement my retirement savings. Not Confident

Use CPF cash top-ups to supplement my retirement savings. A Little Confident

Use CPF cash top-ups to supplement my retirement savings. Confident

Use CPF cash top-ups to supplement my retirement savings. Very Confident

Building Your Nest Egg (Workshop)

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* 1. Booking ID (please fill in the number provided by your trainer)

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* 2. Your Gender:

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* 3. Your Race :

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* 4. Your Citizenship:

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* 5. Your Age Range:

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* 6. Your Current Family Status:

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* 7. Your Highest Level of Education:

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* 8. Your Annual Household Income Range (Before Taxes):

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* 9. Please CLICK your response to each the following statements:

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* 10. How CONFIDENT are you to do each of the following?