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Risk assessment questionnaire

Measure Your Risk Temperature

Risk thermometer Risk assessment questionnaire

When advising a client on an appropriate investment strategy you need to understand their risk tolerance.

To help you assess a client’s risk tolerance, Standard Life have developed a risk questionnaire in conjunction with Oxford Risk Research and Analysis (ORRA).

The questionnaire is designed to help you measure your client’s attitude to risk
enabling you to make competent investment decisions and support your recommendations.

Main benefits at a glance


  • Reduces exposure to client complaints
  • Provides paper trail to support your compliance process
  • Designed by leading experts in the field of risk analysis
  • Customised report for every client
  • Helps you explain risk tolerance to your client

    • If you'd like to find out more about the Risk assessment questionnaire and how to
    get access to it, speak to your Standard Life account manager today.


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