WR. Planning For Retirement

WR. Planning For Retirement module of TILDA 2010

Label Type Description
WR001 Question I would now like to ask you some questions with regards to the arrangements you are making to prepare for retirement. At what age do you plan to retire?
WR002 Question Are you Note: A PRSA is a retirement saving product for employees, self-employed, homemakers, carers, unemployed and any other category of person. They can be used instead of occupational pension schemes by employers who do not wish to sponsor such schemes. They can also be used to supplement an occupational pension scheme through Additional Voluntary Contributions (AVCs).
WR003 Question Does your employer offer any kind of pension plan to employees which you could join if you wished?
WR004 Question Why aren't you a member of this pension scheme? IWER: CODE THE ONE THAT APPLIES
WR006 Question Did your employer ever inform you that the company had set up a Personal Retirement Savings Account (PRSA) to which you are entitled to contribute from your salary? Note: A PRSA is a retirement saving product for employees, self-employed, homemakers, carers, unemployed and any other category of person. They can be used instead of occupational pension schemes by employers who do not wish to sponsor such schemes. They can also be used to supplement an occupational pension scheme through Additional Voluntary Contributions (AVCs).
WR007 Question IWER: SHOW CARD WR2 Please look at card WR2. Why did you decide not to pay into the PRSA offered by your employer? IWER: CODE THE ONE THAT APPLIES
WR101 Question What is the name of the pension plan?
WR102 Question When you became eligible to participate in this plan, were you given a choice of whether to participate, or were you enrolled automatically?
WR103 Question At what age does this pension plan normally allow you to retire that is, what is the normal age of retirement?
WR104 Question Does this pension plan allow you to retire before the normal age of retirement'?
WR105 Question What is the earliest age that your pension plan allows you to retire?
WR105A Question After you retire, on what basis will your pension be up-rated (increased)?
WR106 Question IWER: SHOW CARD WR3 Please look at card WR3. Is this pension more like Type A or Type B? IWER: CODE THE ONE THAT APPLIES
WR107 Question Does your employer contribute to this pension plan?
WR108 Question Per month, how much does your employer currently contribute to your pension plan? You may respond to this by giving me the monthly amount or the equivalent percentage of your salary. IWER: CODE HOW ANSWER IS GIVEN
WR109 Question IWER: ENTER AMOUNT
WR110 Question IWER: ENTER PERCENTAGE OF SALARY
WR111 Question Per month, how much do you currently contribute to your pension plan? You may respond to this by giving me the monthly amount or the equivalent percentage of your salary IWER: ASK RESPONDENT TO CHECK HIS/HER PAY SLIP TO RESPOND TO THIS QUESTION, IF POSSIBLE. IWER: CODE HOW ANSWER IS GIVEN IWER: IF RESPONDENT DOES NOT CONTRIBUTE TO THIS PENSION, SELECT 'AMOUNT' AND ENTER '0'
WR112 Question IWER: ENTER AMOUNT
WR113 Question IWER: ENTER PERCENTAGE OF SALARY
WR114 Question In the past 12 months, did you make any Additional Voluntary Contributions (AVCs): IWER: INCLUDE ANY CONTRIBUTIONS DONE VIA AN "ADDITIONAL VOLUNTARY CONTRIBUTIONS PRSA".
WR115 Question In the past 12 months, how much did you contribute through additional voluntary contributions? You may respond to this by giving me the total amount or the equivalent percentage of your annual salary. IWER: IF RESPONDENT DOES NOT CONTRIBUTE TO THIS PENSION, SELECT 'AMOUNT' AND ENTER '0' IWER: CODE HOW ANSWER IS GIVEN
WR116 Question IWER: ENTER AMOUNT
WR117 Question IWER: ENTER PERCENTAGE OF ANNUAL SALARY
WR118 Question For how many years have you been contributing to this pension plan? NUMBER OF YEARS
WR119 Question What is the value of your pension plan at present? IWER: ASK RESPONDENT TO CHECK HIS/HER YOUR LATEST PENSION STATEMENT TO RESPOND TO THIS QUESTION, IF POSSIBLE.
WR120 Question When you retire, how will the funds from your pension plan be paid?
WR121 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR122 Question IWER: ENTER PERCENTAGE OF SALARY
WR123 Question IWER: ENTER MONTHLY AMOUNT
WR124 Question How much do you expect to receive as a lump sum payment from this pension scheme when you retire?
WR125 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR126 Question IWER: ENTER PERCENTAGE OF SALARY
WR127 Question IWER: ENTER MONTHLY AMOUNT
WR128 Question IWER: SHOW CARD WR4 Please look at card WR4. When you first started contributing to this pension plan, did you transfer funds from a pension plan provided by your previous employer, a PRSA or from a personal pension plan: IWER: CODE THE ONE THAT APPLIES
WR129 Question Does your employer contribute to this pension plan?
WR130 Question Per month, how much does your employer currently contribute to your pension plan? You may respond to this by giving me the monthly amount or the equivalent percentage of your salary. IWER: CODE HOW ANSWER IS GIVEN
WR131 Question IWER: ENTER AMOUNT
WR132 Question IWER: ENTER PERCENTAGE OF SALARY
WR133 Question Per month, how much do you currently contribute to your pension plan? You may respond to this by giving me the monthly amount or the equivalent percentage of your salary. IWER: IF RESPONDENT DOES NOT CONTRIBUTE TO THIS PENSION, SELECT 'AMOUNT' AND ENTER '0' IWER: ASK RESPONDENT TO CHECK HIS/HER PAY SLIP TO RESPOND TO THIS QUESTION, IF POSSIBLE IWER: CODE HOW ANSWER IS GIVEN
WR134 Question IWER: ENTER AMOUNT
WR135 Question IWER: ENTER PERCENTAGE OF SALARY
WR136 Question In the past 12 months, did you make any Additional Voluntary Contributions (AVCs):
WR137 Question In the past 12 months, how much did you contribute through additional voluntary contributions? You may respond to this by giving me the total amount or the equivalent percentage of your annual salary. IWER: CODE HOW ANSWER IS GIVEN
WR138 Question IWER: ENTER AMOUNT
WR139 Question IWER: ENTER PERCENTAGE OF ANNUAL SALARY
WR140 Question For how many years have you been contributing to this pension plan? NUMBER OF YEARS
WR141 Question What is the value of your pension plan at present? IWER: ASK RESPONDENT TO CHECK HIS/HER YOUR LATEST PENSION STATEMENT TO RESPOND TO THIS QUESTION, IF POSSIBLE.
WR142 Question Which of these best describes how your pension will be calculated? IWER: CODE THE ONE THAT APPLIES
WR146 Question When you retire, how will the funds from your pension plan be paid?
WR147 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR148 Question IWER: ENTER PERCENTAGE OF SALARY
WR149 Question IWER: ENTER MONTHLY AMOUNT
WR150 Question How much do you expect to receive as a lump sum payment from this pension scheme when you retire?
WR151 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR152 Question IWER: ENTER PERCENTAGE OF SALARY
WR153 Question IWER: ENTER MONTHLY AMOUNT
WR154 Question IWER: SHOW CARD WR4 Please look at card WR4. When you first started contributing to this pension plan, did you transfer funds from a pension plan provided by your previous employer, a PRSA or from a personal pension plan: IWER: CODE THE ONE THAT APPLIES
WR201 Question When did you start the job on which your pension is based? ENTER YEAR
WR202 Question IWER: SHOW CARD WR5 Please look at card WR5. Which type of public sector pension are you currently covered by? IWER: CODE THE ONE THAT APPLIES
WR204 Question In the past 12 months, did you purchase any additional service years ('added years') or make any additional voluntary contributions (AVC's) to this pension? Note; Include any AVCs paid through an Additional Voluntary Contribution PRSA
WR205 Question In the past 12 months, how much did you spend in buying additional service years ('added years') or in additional voluntary contributions (AVC's) on this pension? You may respond to this by giving me the total amount or the equivalent percentage of your annual salary. IWER: CODE HOW ANSWER IS GIVEN
WR206 Question IWER: ENTER AMOUNT
WR207 Question IWER: ENTER PERCENTAGE OF ANNUAL SALARY
WR208 Question How much do you expect to receive as a lump sum payment from this pension scheme when you retire?
WR209 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR210 Question IWER: ENTER PERCENTAGE OF SALARY
WR211 Question IWER: ENTER MONTHLY AMOUNT
WR215 Question In the past 12 months, did you purchase any additional service years ('added years') or make any additional voluntary contributions (AVC's) to this pension? Note; Include any AVCs paid through an Additional Voluntary Contribution PRSA
WR216 Question In the past 12 months, how much did you spend in buying additional service years ('added years') or in additional voluntary contributions (AVC's) to this pension? You may respond to this by giving me the total amount or the equivalent percentage of your annual salary. IWER: CODE HOW ANSWER IS GIVEN
WR217 Question IWER: ENTER AMOUNT
WR218 Question IWER: ENTER PERCENTAGE OF SALARY
WR219 Question How much do you expect to receive as a lump sum payment from this pension scheme when you retire?
WR220 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR221 Question IWER: ENTER PERCENTAGE OF SALARY
WR222 Question IWER: ENTER MONTHLY AMOUNT
WR226 Question Per month, how much do you currently contribute to your pension plan? You may respond to this by giving me the monthly amount or the equivalent percentage of your salary. IWER: ASK RESPONDENT TO CHECK HIS/HER PAY SLIP TO RESPOND TO THIS QUESTION, IF POSSIBLE IWER: CODE HOW ANSWER IS GIVEN
WR227 Question IWER: ENTER AMOUNT
WR228 Question IWER: ENTER PERCENTAGE OF SALARY
WR229 Question In the past 12 months, did you purchase any additional service years ('added years') or make any additional voluntary contributions (AVC's) to this pension?
WR230 Question In the past 12 months, how much did you spend in buying additional service years ('added years') or in additional voluntary contributions (AVC's) on this pension? You may respond to this by giving me the monthly amount or the equivalent percentage of your annual salary. IWER: CODE HOW ANSWER IS GIVEN
WR231 Question IWER: ENTER AMOUNT
WR232 Question IWER: ENTER PERCENTAGE OF ANNUAL SALARY
WR233 Question When you retire, how will the funds from your pension plan be paid?
WR234 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR235 Question IWER: ENTER PERCENTAGE OF SALARY
WR236 Question IWER: ENTER MONTHLY AMOUNT
WR237 Question How much do you expect to receive as a lump sum payment from this pension scheme when you retire?
WR238 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR239 Question IWER: ENTER PERCENTAGE OF SALARY
WR240 Question IWER: ENTER MONTHLY AMOUNT
WR241 Question IWER: SHOW CARD WR6 Please look at card WR6. When you first started contributing to this pension plan, did you transfer funds from a pension plan provided by your previous employer, a PRSA or from a personal pension plan: IWER: CODE THE ONE THAT APPLIES
WR301 Question Do you currently pay into a Personal Retirement Savings Account (PRSA)? Note: PRSA is an retirement saving product for employees, self-employed, homemakers, carers, unemployed and any other category of person. These are designed to be used instead of occupational pension schemes by employers who do not wish to sponsor such schemes.
WR302 Question What is the name of your PRSA policy and provider?
WR303 Question Does your employer contribute to this PRSA?
WR304 Question Per month, how much does your employer currently contribute to your PRSA? You may respond to this by giving me the monthly amount or the equivalent percentage of your salary. IWER: CODE HOW ANSWER IS GIVEN
WR305 Question IWER: ENTER AMOUNT
WR306 Question IWER: ENTER PERCENTAGE OF SALARY
WR307 Question Per month, how much do you currently contribute to your PRSA? You may respond to this by giving me the monthly amount or the equivalent percentage of your salary. IWER: ASK RESPONDENT TO CHECK HIS/HER PAY SLIP TO RESPOND TO THIS QUESTION, IF POSSIBLE IWER: CODE HOW ANSWER IS GIVEN
WR308 Question IWER: ENTER AMOUNT
WR309 Question IWER: ENTER PERCENTAGE OF SALARY
WR310 Question For how many years have you been contributing to this PRSA? NUMBER OF YEARS
WR311 Question What is the value of your PRSA at present? IWER: ASK RESPONDENT TO CHECK HIS/HER LATEST PRSA STATEMENT TO RESPOND TO THIS QUESTION, IF POSSIBLE
WR312 Question In normal conditions, at what age will you be able to withdraw funds from your PRSA policy?
WR313 Question In case you became ill or decided to retire early, would your policy allow you to withdraw your PRSA funds before ^AGE IN WR312?
WR314 Question What is the earliest age at which you can have access to the funds invested in this PRSA?
WR315 Question IWER: SHOW CARD WR7 Please look at card WR7. How are the funds in this PRSA invested? IWER: CODE THE ONE THAT APPLIES
WR317 Question When you retire, how will you use the funds from your PRSA?
WR318 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR319 Question IWER: ENTER PERCENTAGE OF SALARY
WR320 Question IWER: ENTER MONTHLY AMOUNT
WR321 Question How much do you expect to receive as a lump sum payment from this PRSA when you retire?
WR322 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR323 Question IWER: ENTER PERCENTAGE OF SALARY
WR324 Question IWER: ENTER MONTHLY AMOUNT
WR325 Question IWER: SHOW CARD WR8 Please look at card WR8. When you first started contributing to this pension plan, did you transfer funds from a pension plan provided by your previous employer, a PRSA or from a personal pension plan: IWER: CODE THE ONE THAT APPLIES
WR401 Question Do you currently pay into one or more private pension plans or annuities?
WR402 Question How many private pension plans or annuities do you pay into?
WR403 Question What is the name of your private pension plan/annuity and provider? IWER: IN CASE THE RESPONDENT HAS MORE THAN ONE PENSION START WITH THE MOST IMPORTANT ONE, I.E. SCHEME FOR WHICH YOU HAVE CONTRIBUTED FOR THE LONGEST NUMBER OF YEARS OR WITH THE LARGEST ACCUMULATED FUND
WR404 Question Does your employer contribute to this private pension plan/annuity?
WR405 Question Per month, how much does your employer currently contribute to your private pension plan/annuity? IWER: CODE HOW ANSWER IS GIVEN
WR406 Question IWER: ENTER AMOUNT
WR407 Question IWER: ENTER PERCENTAGE OF SALARY
WR408 Question Per month, how much do you currently contribute to your private pension plan/annuity? You may respond to this by giving me the monthly amount or the equivalent percentage of your salary. IWER: ASK RESPONDENT TO CHECK HIS/HER PAY SLIP TO RESPOND TO THIS QUESTION, IF POSSIBLE IWER: CODE HOW ANSWER IS GIVEN
WR409 Question IWER: ENTER AMOUNT
WR410 Question IWER: ENTER PERCENTAGE OF SALARY
WR411 Question For how many years have you been contributing to this private pension plan/annuity? NUMBER OF YEARS
WR412 Question What is the value of your private pension plan/annuity at present? IWER: ASK RESPONDENT TO CHECK HIS/HER PRIVATE PENSION PLAN/ANNUITY STATEMENT TO RESPOND TO THIS QUESTION, IF POSSIBLE.
WR413 Question In normal conditions, at what age will you be able to withdraw funds from your private pension plan/annuity policy?
WR414 Question In case you became ill or decided to retire early, would your policy allow you to withdraw your private pension plan/annuity fund before ^AGE IN WR413?
WR415 Question What is the earliest age that your pension plan/annuity allows you to retire?
WR416 Question IWER: SHOW CARD WR9 Please look at card WR9. Are the funds in this private pension plan/annuity invested mostly in shares, mostly in interest earning assets, or is it about evenly split between these, or what? IWER: CODE THE ONE THAT APPLIES
WR418 Question When you retire, how will you use the funds from your private pension plan/annuity?
WR419 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR420 Question IWER: ENTER PERCENTAGE OF SALARY
WR421 Question IWER: ENTER MONTHLY AMOUNT
WR422 Question How much do you expect to receive as a lump sum payment from this private pension when you retire?
WR423 Question When you retire, before any tax deductions, how much do you expect to receive each month from this pension? IWER: IF ASKED, IN TODAY'S PRICES IWER: CODE HOW ANSWER IS GIVEN
WR424 Question IWER: ENTER PERCENTAGE OF SALARY
WR425 Question IWER: ENTER MONTHLY AMOUNT
WR426 Question IWER: SHOW CARD WR10 Please look at card WR10. When you first started contributing to this pension plan, did you transfer funds from a pension plan provided by your previous employer, a PRSA or from a personal pension plan: IWER: CODE THE ONE THAT APPLIES
WR427 Question Apart from any pension plans we have already talked about, are you entitled to any other pensions from previous employers?
WR428 Question Thinking of the pensions you are entitled to from previous employments. How much do you expect to receive as a lump sum payment from these pensions when you retire?
WR429 Question Thinking of the pensions you are entitled to from previous employments. In total, before any tax deductions, how much do you expect to receive each month from these pensions, when you retire?
WR430 Question IWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION WR?
WR203 Question Other (specify)
WR143 Question Other (specify)
WR316 Question Other (specify)
WR417 Question Other (specify)