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Scorecard

How ready is your pension for retirement?

How to use this scorecard

Share it with people in their fifties and sixties. Their answers show the gaps in their picture, which makes your advice easy to place.

What is inside

Score your readiness
Why each question mattersWhere your pensions are
Start with theseA list of every pension: With the provider names.
Worth doing this monthAsk every scheme for a statement. Include charges and guarantees.
Your four week planList every pension and employer.

Three title ideas for your own version

How ready is your pension for retirement
The retirement readiness scorecard
Score your retirement plan in two minutes

Where to promote it

LinkedInlocal business groupsretirement seminarsa link in your email signature

What goes in a retirement readiness scorecard?

Ten quick questions on pots, charges, guarantees, state pension, income and tax, a score out of twenty, what it means, a first step for each and a four week plan.

Make this scorecard your own

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