Fidelius Corporate Solutions Risk Profiler

Fidelius Corporate Solutions and your Employer feel it is sensible to ensure that you are placed in an actively managed portfolio of funds that will most accurately suit the amount of risk you are prepared to take. This 12 question set allows us to determine your understanding of risk and how much you are prepared to take with your pension fund. Once you have submitted your responses, you will receive an email confirming submission and confirmation of our contact details in case you have any questions.

Based on your responses and expected term to retirement, our risk profiling system will then determine the most suitable portfolio for you. This will be actively monitored and managed by the Investment Team at Fidelius Corporate Solutions to ensure that the level of risk is controlled and the returns maximised. The result of your responses will be analysed and an email containing our recommended portfolio will be sent to you as a permanent record; this is normally processed very quickly although this can be longer if this is part of a new scheme set up.

Please fill in your details below, answer the multiple choice questions and press the submit button to calculate.

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Step 1

All fields are mandatory

First Name:


Company Name:
Surname:


Preferred Contact Number:
Date of Birth:
Day Month Year
Would you prefer to be contacted by email or by post

Email Address:

Address Line 1:


Address Line 2:


Address Line 3:
Address Line 4:


Address Line 5:


Address Line 6:
Post Code:
Step 2
Q1.
 Imagine you are investing £10,000 for 1 year. You do not have any specific need for this money and will decide what to spend it on in a year's time. Which of these investment opportunities would you choose?
A guaranteed value of £10,500
A value somewhere between £9,500 and £11,000
A value somewhere between £7,500 and £15,000
A value somewhere between nothing and £20,000
Q2.
 If the value of your investments fell suddenly how would you react?
I would view this as an opportunity to buy more at a cheaper cost
I would view it as one of those things that happens from time to time, and quickly forget about it
I would be somewhat concerned
I would strongly regret my decision to invest
Q3.
 "People who know me would say I am cautious"
Strongly agree
Somewhat agree
Somewhat disagree
Strongly disagree
Q4.
 What is your main aim with regard to your pension?
Protecting its current value
Achieving modest returns, accepting that some losses may occur
Achieving good returns, accepting that short term losses are likely from time to time
Maximising returns, accepting that significant losses may result
Q5.
 Imagine you have to choose between two jobs. One is a secure job but it offers lower pay. The other offers higher pay but little job security. Which would you choose?
Definitely the secure job with lower pay
Probably the secure job with lower pay
Probably the higher paid job
Definitely the higher paid job
Q6.
 Do you worry about financial matters? These might include such things as interest rates, stock markets, the value of your investments, whether you will have enough money in future?
Never
Occasionally
Often
All the time
Q7.
 Would you risk betting with a large amount of money that it would hurt you to lose?
No, the fear of losing my money is far too great
I may do but I would be somewhat worried about the possible losses
I probably would; the thought of winning is more tempting than the fear of losing
Yes, definitely. I would focus on winning
Q8.
 If things go wrong and you have to change your plans, how well do you adapt?
Changing my plans is no problem. I adapt very easily
I am quite adaptable most of the time
It is annoying but I can adapt if need be
I find it hard to adapt when things go wrong
Q9.
 Being completely honest, how much knowledge do you have when it comes to making the right financial decisions?
I have very little financial knowledge and don't feel I can make informed financial decisions
I have a basic understanding of financial matters and can probably make the right choice as often as not
I have a good understanding of financial matters and I can make an informed decision in most situations
I have a fairly detailed level of financial knowledge and trust myself to make the right decision
Q10.
 How do you normally feel about your financial decisions after you have made them?
I always expect them to turn out well
I am realistic about them, neither optimistic nor pessimistic
I am a normally a little pessimistic and/or nervous
I always fear the worst
Q11.
 When do you intend to retire and take an income from this pension?
5 years or more
I will want income from my pension in less than 5 years
Q12.
 Do you want your investments to take ethical considerations into account?
Yes. I realise that this will limit the choice of investment and potentially the returns I receive.
No.
Any other questions?
Step 3
Please remember to answer the questions truthfully, to give us a more accurate picture. If you are happy with your answers please click submit.