Financial Planning Quiz

What is Ben's profession?

• Web designer

• English teacher

• IT consultant

• Financial advisor

How much does Lucy earn per annum?

• £40,000

• £50,000

• £90,000

• £100,000

What is the total amount of Ben and Lucy's outstanding mortgage?

• £100,000

• £150,000

• £200,000

• £250,000

How many children do Ben and Lucy have?

• Two

• Three

• Four

• Five

What is the current interest rate on Ben and Lucy's mortgage with Barclays?

• 5.12%

• 6.5%

• 7.74%

• 8.0%

How much additional money can Ben and Lucy afford to put towards their 15-year plan each month?

• £200

• £300

• £400

• £500

What type of account offers Ben and Lucy 5.12% AER interest on balances up to £5,000?

• Barclays Rainy Day Saver account

• Barclays Blue Rewards account

• Barclays Fixed Rate account

• Barclays Variable Rate account

What investment option did Ben’s parents recommend to Ben and Lucy?

• Real estate

• Royal London Sustainable World investment options

• Government bonds

• High-interest savings account

What is the name of Ben and Lucy's eldest child?

• Emma

• Jack

• Olivia

• Harry

Which bank did Ben and Lucy choose for their mortgage?

• HSBC

• Barclays

• Lloyds

• NatWest