Along with your overall score, you'll receive a score based on the following key areas:
Organisation
Even the most organised person creates a mess when it comes to their finances. This section assesses how organised you are in managing your financial documents and overall retirement strategy.
Investments & Pensions
How good is your knowledge and management of your current investments and pensions? Here we examine whether you are optimising your pension and investment strategy.
Retirement Planning
Here we evaluate how well you've mapped out your retirement goals and the steps you're taking to achieve them. It covers aspects like budget planning, estate planning, and desired lifestyle.