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Financial planning survey
2.
Introduction
1.
Do you know how much you’re worth right now? In other words, how much money and assets do you have, how much debt, and what’s the balance?
I’ve no idea
I’ve got a rough idea, but it’s pretty vague
I know exactly or almost exactly how much I’m worth
2.
Do you have any financial fears? (please tick all that apply)
No, I have no financial fears
I’m scared I won’t have enough money to enjoy my retirement
I’m worried I’ll never pay off my student loan
I’m worried I won’t have enough money to pay for long-term care when I’m old and infirm
I’m worried I’ll never be able to afford to buy a home
I’m worried I’ll go bankrupt
I’m worried I’ll never pay off all my debt
I’m worried I’ll never have enough money to take my kids away on a nice holiday
I’m worried I’ll never have money to help my kids go to university or buy their first home
I’m worried the tax man is going to investigate me
Other (please specify)
3.
If you died tomorrow, do you know how much money you’d leave to your spouse/partner and/or children? This would include the proceeds of any life insurance policies.
I’ve no idea
I’ve got a rough idea, but it’s pretty vague
I know almost exactly how much would be left for my family
I don’t have kids or a partner/spouse.
4.
With longer life expectancy and the increasing cost of long-term care, do you think future generations will inherit much money from their parents?
There’s plenty of money about, lots of people will still inherit sizeable sums for many years to come
In 20 years' time, sizeable inheritances will be much less common.
There will probably still be sizeable inheritances in 20 years' time, but in 30 or 40 years, parents will pass on much less cash.
Don’t know
5.
The government is introducing a scheme where all employees will be obliged to save money into a pension (although it will be possible to opt out.) Do you agree with this scheme?
Yes, it's a good idea
No, I oppose it
6.
How old are you?
18-29
30-39
40-49
50-59
60-64
65+