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How is retirement planning considered while determining the risk tolerance score?

The client's age is a significant factor in retirement planning. The QuietGrowth risk tolerance determination questionnaire collects age, financial situation, and other details from you. This information is used to assess your risk capacity and determine your risk tolerance score. So, our risk score questionnaire considers some key factors of retirement planning.

Moreover, during the Annual Review each year, your current age and any updates to your Personal Circumstances are considered to determine a new risk tolerance score. This ensures continuity in considering the retirement planning dynamics.

With this approach, our risk score questionnaire does not necessitate asking about your intended retirement date.

Also read the answers to the related questions:

• How did you design the questionnaire to determine my risk tolerance score?
• Who constructs your portfolios — humans, algorithms, or artificial intelligence?