Survey for final year project of university
Answers marked with a * are required.
 
1. Do you consider it important to plan for retirement? *
      

 
 
 
2. Have you taken any step(s) to plan for retirement? *
      

 
 
 
3. Has your spouse taken any step(s) to plan for retirement? *
      

 
 
 
4. At what age do you intend to/hope to retire? *
      

 
 
 
5. How do you view retirement? (Please tick those that apply) *
      
 
 
 
6. How do you think your quality of life will be affected after retirement? *
      

 
 
 
7. Why might your life be worse off after retirement? (Rank in order of importance, 1 being the top of your concerns) *
Greater financial insecurity/ lack of income
Life will be boring
Will suffer from poor health
Will be lonely/ no family support
Low self esteem (I.E. no purpose in life, lack of responsibilities)
Others
 
 
 
8. Why might your life be better off after retirement? (Rank in order of importance, 1 being the top of your concerns) *
More time to relax/enjoy (I.E. hobbies, traveling)
More time for family and/or friends
Saved up enough to have a comfortable life
Free from pressures at work
Others:
 
 
 
9. What would make you stop working early? *
      

 
 
 
10. What would make you continue working after retirement age? *
      

 
 
 
11. For question 9, kindly rank the reason(s) you have ticked in order of importance, 1 being the most important. *
Poor Health
Accumulated sufficient assets
Do not/no longer enjoy working
Needed at home/ Care for dependants
Retrenchment/ Folding of company
Set up your own business
Enough support from children
Others
 
 
 
12. For question 10, kindly rank the reason(s) you have ticked in order of importance, 1 being the most important. *
Financial reasons
Provide financial support for dependants
Job is enjoyable
Fully utilize available time
Avoid being socially isolated
One’s service is needed by the company
Self-employed
Others
 
 
 
13. At what age would you start planning for your life after retirement? *
      

 
 
 
14. What are some of the reasons for prolonging any retirement plans? (Rank in order of possibility, 1 being the most probable and 5 the least)
Do not consider it necessary to plan
Too busy to plan
Too early to make plans
Intend to continue working after retirement
Do not see the need to as one is financially secure
Do not know how to plan
 
 
 
15. What is/are the area(s) you consider important to plan for? (Please tick where applicable) *
      
 
 
 
16. What is/are the area(s) you have made plans for? (Please tick where applicable) *
      
 
 
 
17. Which of the following does your financial plan consist of? (Please tick where applicable) *
      
 
 
 
18. Did you face any problems in the course of making plans? *
      

 
 
 
19. What problems did you face in the course of making plans?
      

 
 
 
20. What percentage of your personal income have you set aside for your plans?
      

 
 
 
21. What percentage of your personal income goes towards paying your debts? *
      

 
 
 
22. Age *
      

 
 
 
23. Gender *
      

 
 
 
24. Marital Status *
      

 
 
 
25. Race *
      

 
 
 
26. Occupation *
      

 
 
 
27. Highest education qualification *
      

 
 
 
28. Combined Annual Household income *
      

 
 
 
29. Number of Children *
      

 
 
 
 
 

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