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Post-Retirement Survey
Retirement Plans and Preparation
5

1. How long have you been retired (semi-retired)?*

1. How long have you been retired (semi-retired)?*

1.

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2. Did you retire by choice?

2. Did you retire by choice?

2.

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3. If you could do it over, would you still retire at the same age?

3. If you could do it over, would you still retire at the same age?

3.

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4. How did you feel about the prospect of retiring just before you actually retired?

4. How did you feel about the prospect of retiring just before you actually retired?

4.

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5. Did you receive any formal pre-retirement planning assistance before you retired?

5. Did you receive any formal pre-retirement planning assistance before you retired?

5.

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2

1. What did the planning include?

1. What did the planning include?

1.

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2. Is there any area of retirement planning that you now wish you had given more attention?

2. Is there any area of retirement planning that you now wish you had given more attention?

2.

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Spending Time in Retirement
9

1. What are your main leisure pursuits?

1. What are your main leisure pursuits?

1.

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2. Since retiring, have you ever worked for salary or other compensation?

2. Since retiring, have you ever worked for salary or other compensation?

2.

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3. Is/was your work after retirement full-time or part-time?

3. Is/was your work after retirement full-time or part-time?

3.

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4. Was your main reason for working after you retired mostly financial or non-financial?

4. Was your main reason for working after you retired mostly financial or non-financial?

4.

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5. What were the main non-financial reasons for working in retirement?

5. What were the main non-financial reasons for working in retirement?

5.

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6. Since retiring, have you been involved with any unpaid voluntary or charitable activity?

6. Since retiring, have you been involved with any unpaid voluntary or charitable activity?

6.

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7. Describe the voluntary or charitable activity.

7. Describe the voluntary or charitable activity.

7.

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8. Were you involved with charitable activities before you retired?

8. Were you involved with charitable activities before you retired?

8.

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9. Were they the same or different from your voluntary activities now?

9. Were they the same or different from your voluntary activities now?

9.

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Housing and Location
4

1. Did you move within 2 years of retirement?

1. Did you move within 2 years of retirement?

1.

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2. Why did you move?

2. Why did you move?

2.

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3. Did you move far enough away that you had to establish new friends and club memberships?

3. Did you move far enough away that you had to establish new friends and club memberships?

3.

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4. Do you have any advice for people who are thinking about moving after retirement?

4. Do you have any advice for people who are thinking about moving after retirement?

4.

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Impressions and Advice
6

1. Everything considered, how would you compare life after retirement to life before retirement?

1. Everything considered, how would you compare life after retirement to life before retirement?

1.

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2. What if anything do you miss from no longer working full-time?

2. What if anything do you miss from no longer working full-time?

2.

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3. In general, how satisfied are you with retirement?

3. In general, how satisfied are you with retirement?

3.

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4. What are the main attractions or benefits of retirement?

4. What are the main attractions or benefits of retirement?

4.

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5. What (if any) are the main drawbacks of retirement?

5. What (if any) are the main drawbacks of retirement?

5.

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6. What advice would you give to others contemplating retirement?

6. What advice would you give to others contemplating retirement?

6.

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General
4

1. Your gender

1. Your gender

1.

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2. Your present age

2. Your present age

2.

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3. Your present marital status

3. Your present marital status

3.

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4. How would you describe your health?

4. How would you describe your health?

4.

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