Future You - Vulnerability Test
1. Do you currently have a written retirement or “Future You” plan?
2. How regularly do you review your long-term savings and investments for retirement?
3. Do you know the income you’ll realistically need to live the life you want later?
4. Are you making consistent monthly contributions towards “Future You”?
5. How diversified is the money earmarked for your future choices (pensions, investments, property)?