Twenty statements about money that sort into four patterns, with a written report on the pattern your answers fit.
Each statement is scored from 1, strongly disagree, to 6, strongly agree. Five statements belong to each of four types, so a type scores between 5 and 30, shown as a percentage of that range.
The highest is your type. Where the top two are within eight points, the report names both. Where all four are within twelve points, or the highest is 40% or less, it reports no clear type.
The four types are the Avoider, the Chaser, the Scorekeeper and the Guard. The statements, wording and scoring are our own, informed by the published work of Brad Klontz and Rick Kahler on money beliefs.
It is not a clinical instrument. It has not been validated, it diagnoses nothing, and a high score is not a condition. It says nothing about whether any financial product or plan suits you.
This is information. It is not a personal recommendation. Whether any of it is right for you depends on your circumstances.
No. Each type has costs and strengths, and the report sets out both for yours.
Nobody, unless you ask for the report by email or ask for a meeting. The report then goes to you and to an adviser at Equity & General.
Twenty-five questions on retirement, protection, savings, your mortgage, your estate and your day-to-day money, with a written report.
Start →Whether your pensions will cover the retirement you want, and by how much they miss.
Work it out →What your estate would pay as things stand, and which bands you can use.
Work it out →The first conversation takes about twenty minutes and is at no cost to you. Tell us what is on your mind: a pension you have lost track of, a fixed rate ending, a will you keep meaning to write.