The Penguin Pension & Legacy Quiz

Eight questions to help you find a useful starting point

Do you know roughly what your estate is worth when Pensions are included? Have you reviewed your Pension nominations? Could your family find every Pension and know who to contact?

Our free downloadable quiz helps you identify what you already know and which gaps deserve attention ahead of April 2027.

Work through eight questions, add your score and use your answers to choose the guides or conversations most relevant to you. A low score does not mean you have a tax problem; it highlights information worth gathering.

Inside the guide, you’ll find:

• Estate values, available allowances and the £2 million threshold.
• Beneficiary nominations and Pension Death-Benefit options.
• Pension records and family organisation.
• Retirement choices and how your wider arrangements fit together.

Download the quiz and turn unanswered questions into a practical review list.

General information only, not personalised Financial, Tax or Legal Advice. Tax treatment depends on individual circumstances and may change. The quiz is an educational prompt, not a Tax calculation, risk rating or personalised recommendation.