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The Personal Pension Plan

Your Information

When completing the scorecard, all fields must be filled in correctly. Once you've completed the scorecard, an email with your completed scorecard will be sent to you.

In order to begin, the following issues need to be addressed:

Mindset 1: Optimizing Your Retirement Future

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You feel that you have saved as much as you can for your retirement and don't want to save any more
1
2
3
4
5
6
You would be willing to save more as long as there would be a measurable advantage in your retirement future
4
5
6
7
8
9
You are following all the retirement savings protocol and are comfortable with your retirement savings status
7
8
9
10
11
12
You would welcome a tax efficient method to save more and enhance your retirement future
10
11
12
 

Mindset 2: Innovation and Creativity in Retirement

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You feel that there is no need to integrate new and potentially complicated processes into your retirement plans
1
2
3
4
5
6
You are intrigued with new concepts and strategies but are not sure that there are for you
4
5
6
7
8
9
You really don't want to add further complication to your life and retirement plans even if they will increase your retirement income
7
8
9
10
11
12
You are excited about using advanced planning and strategies in order to bring your retirement income to a higher level
10
11
12
 

Mindset 3: The Preservation of Estate Value

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have accumulated as much as possible and will spend whatever is necessary in retirement
1
2
3
4
5
6
You would be willing to leave more money for your family as long as you do not deprive yourself during retirement
4
5
6
7
8
9
You are accumulated as much as possible and will spend less in retirement to enhance your legacy to your family
7
8
9
10
11
12
You would employ strategies to both increase your retirement income and enhance your estate value and legacy
10
11
12
 

Mindset 4: Involvement of Professional Advisors

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You are frustrated with the amount of fees and commissions that you are currently paying
1
2
3
4
5
6
You would be willing to increase your fees if it could be demonstrated that you are getting increased measurable value.
4
5
6
7
8
9
You feel that your fees are reflective of your current service and are satisfied with the service and fees
7
8
9
10
11
12
You are not "driven" by the fee structure but by the value which you receive
10
11
12
 

Mindset 5: Control of the Process

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You need to have complete control of the process otherwise you will feel inadequate
1
2
3
4
5
6
You would be willing to give up control of the process if you have confidence in the advisors
4
5
6
7
8
9
You want to be part of all aspects of the process and will only adopt a strategy if you do
7
8
9
10
11
12
You understand that you might have to delegate control to professionals
10
11
12
 

Mindset 6: Social Welfare and Taxes

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You know that you are paying more taxes then others but are willing to do so
1
2
3
4
5
6
You would like to find out how increasing your retirement can decrease your taxes
4
5
6
7
8
9
You feel that the tax advice that you are getting is appropriate for you
7
8
9
10
11
12
You would like to increase your retirement income and potentially reduce your taxes
10
11
12
 

Mindset 7: Teamwork

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You need to be in control of the team the entire time
1
2
3
4
5
6
You recognize that certain members of the team have unique abilities that you do not and appreciate their input
4
5
6
7
8
9
You have put together a team that reflects your visions and goals and do not feel you need to add to it
7
8
9
10
11
12
You are willing to add to your team individuals who can exponentially increase your retirement future
10
11
12
 

Mindset 8: Retirement Satisfaction Quotient

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You feel that you will never have enough to retire in the style that you want.
1
2
3
4
5
6
You want to be able to retire while you can still enjoy your life goals
4
5
6
7
8
9
You recognize that your retirement income and style have been already set and unlikely to change
7
8
9
10
11
12
You want to investigate strategies and implement retirement plans that will provide you with a dream retirement
10
11
12