Retirement Planning Study

Are you contemplating retirement in the next two years or have you retired (or shifted to part-time work) in the last five years? If yes, then consider participating in a study about planning for life in retirement by clicking on the link to a short, anonymous survey below.

If you decide to complete the survey the answers you provide will be used for a research study focused on factors impacting preparing for retirement life. This study has been approved by Dalhousie University’s Research Ethics Review Board. The survey should take about 10 minutes to complete, with the option to answer additional open-ended questions that could take up to an extra 20-40 minutes. How much you write and how long it takes is up to you.

If you decide to participate in this survey, there is no penalty for not completing it; you can decide to skip questions or come back to them a later time. There are no right or wrong answers; I am just interested in your personal experiences and thoughts.

If, after completing some or all of the survey, you decide you do not want this information included in the study then please contact me at This can occur up to 4 weeks after you do the survey. I’ll ask you for information so I can manually remove your responses. Regardless of whether or not you complete the survey please feel free to access any of the retirement planning self-assessment tools and resources available on The Retired You website.

No one will be identified individually in any reports or presentations from this survey. If you’d like a copy of the report then at the very end of the survey you can provide your email address; when the report is ready an email will be sent to you.​ ​​​​​Should you choose to provide your email address, in addition to receiving the results of the study, your name will be entered into a monthly draw for a $25.00 Tim Horton's gift card.

So that’s it! If you have any questions, please feel free to contact Dr. Sue Hutchinson, the researcher for this study: or the head of Dalhousie’s Research Ethics Board: or by telephone at 902-494-3423.