Planning your personal finances for your future? We’d like your views

Survey now closed

There is no doubt that 2020 has been an unprecedented year for every one of us. The challenge has resulted in many people reflecting on their personal circumstances and their plans for the future.

We are currently running a nationwide survey about personal finances, attitude to risk, investments, priorities for retirement (including longer term planning) and what threatens financial security the most.

This anonymous survey will form the basis for a report that we will be publishing in later this year. We will also be holding a webinar to explore the issues and concerns highlighted in the findings of the survey with the aim of helping to guide you to a brighter financial future.

In return for answering our questions, Kreston Reeves will be making a £5 donation to our nominated charities for each completed survey we receive. The survey will take approximately 10 minutes to complete.

The survey will close on Wednesday 30 September and we would very much welcome your input.

To sign up to receive a copy of the report and information about the webinar, please select ‘Personal finance, tax and wealth management issues’ on our sign up form.