A retirement planning survey is mainly centered on the resources one would like to plan before retiring from professional job so that the rest of his/her life is properly sustained. The survey intends to focus on the allocation of retirement funds that would support the concerned person post retirement. The people who take the survey get to have a closer look about the issue and can revise their retirement plans and restructure it in an optimized manner.

Sample Retirement Planning Survey:

1. Do you know the tentative date of your retirement?

a. Yes

b. No

2. Will it be a voluntary retirement?

a. Yes

b. No

c. Don’t know

3. Are you aware of the pension amount which you are going to receive per month post retirement?

a. Yes

b. No

4. Will any of the insurance schemes mature by the time you will retire?

a. Yes

b. No

5. Are you willing to revise your retirement plan?

a. Yes

b. No

c. Don’t know

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