Balance For Happiness

Personal Finance Zone Test

See how you fare in the Personal Finance Test. Answer the questions below, using drop down selections where appropriate, then press Submit to see your score.

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Take The Personal Finance Zone Test

  • Q1. How old are you now?

  • Q2. How would you describe your current income?

  • Q3. How would you describe your future pension provision?

  • Q4. What is the value of your house and any other property?

    Please enter numeric values only e.g., for £250,000 you would enter 250000

  • Q5. What is your outstanding mortgage?

    Please enter numeric values only e.g., for £250,000 you would enter 250000

  • Q6. What is the value of your non property investments/savings less outsanding credit?

    Please enter numeric values only e.g., for £250,000 you would enter 250000

  • Q7. What is your monthly income after tax (joint income if you have a partner)

    Please enter numeric values only e.g., for £250,000 you would enter 250000

  • Q8. What is you COMMITTED monthly outgoings (what you have to make - mortgages, insurance,utilities, school fees etc)

    Please enter numeric values only e.g., for £250,000 you would enter 250000

  • Q9. In today's terms how much do you think your pension will worth per annum when you retire (excluding state pension)?

 

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