MAESTRO V3.00 UK Retirement Planning (24 Funds)

UK Retirement Planning Profile

Please provide your financial information for personalized UK retirement recommendations

Personal Information

Basic information about you

Title *

Full Name *

Date of Birth *

I am a UK tax resident *

Employment & Income

Your current employment and income details

Employment Status *

Gross Annual Employment Income (£) *

Pensions & Savings

Your current pension and savings details

I have a current workplace pension *

Yes

Total Pension Value (£) * Total value across all pension pots

Cash Savings (£) * Savings accounts, current accounts, Premium Bonds etc.

ISA Investments (£) * Stocks & Shares ISA, Cash ISA, Lifetime ISA

Non-ISA Investments (£) * General Investment Accounts, direct shareholdings

Goals & Contributions

Your retirement goals and contribution plans

Target Retirement Age * UK State Pension age is currently 66, rising to 67

Affordable Monthly Contribution (£) * How much can you afford to save each month?

Risk Profile

Help us understand your attitude to investment risk

If your investments fell by 20% due to a market downturn, what would you do? *

Thinking about your long-term savings, which approach appeals to you most? *

Imagine an investment that could grow by 30% but could also fall by 20% in any given year. How would you feel about that? *

ESG Preferences

Environmental, Social, and Governance investment preferences

How important is ESG (Environmental, Social, Governance) investing to you? *