If you want to choose how your savings are invested, this questionnaire may be useful. It’s designed to help you identify the investment you feel most comfortable with. Remember, the information in this questionnaire is a guide only and is not investment advice. We recommend you talk to a financial adviser to obtain advice specific to your own circumstances. To find a financial adviser near you, simply call 0800 29 27 28.
I am not comfortable with the risk of my savings losing value (even temporarily). I would be satisfied with lower returns, knowing there is a lower risk of my savings losing value
I would be comfortable with there being a low risk of my savings losing value if there is a possibility that returns could be higher than term deposits
I am prepared to accept a medium level of risk of my investment losing value, if there is a possibility of gains over the longer term (over seven years)
I am prepared for a high level of risk of my investment losing value if there is a possibility of higher returns over the long term ( over seven years)
I am normally a conservative saver, preferring most investments to be low risk with some in higher risk areas that aim to provide a higher long-term return
I am normally a balanced saver, preferring a balance of investments spread over both low risk areas and high-risk areas that aim to provide a higher long-term return
I am normally a mildly aggressive saver, who prefers most investments to be in higher risk areas that aim to provide a higher long-term return and some in low risk areas
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