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Forum of Private Business - Pensions & Business Survey 2017

With an increasing number of small business owners using their pension to purchase commercial property, we are interested to hear your views on how pensions play a role in your retirement planning, particularly since Pension Freedoms. 

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Share your views in our five minute, quick fire survey, and we’ll enter your name into a prize draw to win an Apple Smartwatch or £200 of John Lewis vouchers.


The views and opinions of our members is hugely important to us as we are looking forward to including them in a new authoritative report on Pensions & Business, to be launched during April 2017.

For many, retirement still seems a long way off but as the retirement age continues to rise, we still find ourselves asking the same question as our parents, “how much income will I need in order to have a comfortable retirement?”.

We want to know whether you consider your business as a pension, or whether you have additional pension savings to top up your retirement funds? We also want to know whether you would actually prefer not to retire and keep running your business? Also, are you aware that you can use your personal pension to self-invest into your business or into a commercial property?

We’ve also learnt this week that half a million over 55s have already taken advantage of Pension Freedoms to cash in their retirement funds since the pension rules were relaxed in April 2015. We’re therefore interested to hear how these new freedoms have impacted your retirement planning and your perception of what you can do with your pension savings?

Finally, your business funding needs and experiences are also an important factor in this survey, so we ask whether you have ever used business funding in the past, and whether you were successful in receiving funds?

In addition the chance to win an Apple Smartwatch or £200 worth of John Lewis vouchers, we will also send you a copy of the Forum report on Pensions & Business.

Many thanks for supporting this survey,