The following tool is an Investment Personality Questionnaire designed to assist you in making investment decisions under the Western Retirement PlansWestern Retirement Plans - This includes Western pension plans for members of the Academic staff and Administrative staff. For active plan members, this is the account to which employees and Western are making contributions. Please allow yourself at least 15 minutes to complete the questionnaire. Once you have started, your work cannot be saved and returned to at a later time.
Where you see a word that appears in redDefinitions - Where you see a word that appears in red, an explanation of the term can be found by hovering on the word and reading the pop-up window., an explanation of the term can be found by hovering on the word and reading the pop-up window. (If you are using Internet Explorer, you might have to change the "Compatibility" setting for this feature to work properly.)
You may use this tool in full confidence that your responses to this questionnaire are not being saved, logged or tracked.
Be sure to respond to every question to ensure an accurate assessment. Based on your responses to the questions, at the end, you will be provided with a proposed investment portfolio for your Western Retirement Plan.
If you wish to discuss these results with a Pension & Retirement Consultant, please contact firstname.lastname@example.org or the HR Communication Centre at x82194.