How do participants understand and interpret questions about "retirement planning"?

Publication type

Understanding Society Working Paper Series


Lindsay Abbassian, Beth Dokal, Lucy Joyce, Stephen Pudney, Ricky Kanabar, Karon Gush and Jonathan Burton

Publication date

Series Number



ISER commissioned Kantar to conduct cognitive testing followed by a short qualitative discussion to support the development of the retirement planning module. The cognitive testing explored how participants understood and interpreted questions in the module to identify any barriers to responding and potential areas for improvement. The qualitative discussion captured broader views on and experiences of planning for retirement. The idealised version of retirement evoked ideas of personal and financial freedom, which did not align to participants' expectations of the own retirement.


Older People, Pensions, Psychology, Labour Market, Survey Methodology and Household Economics

Paper Download