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  1. Oxford Risk
  2. Assessments
  3. Suitable Risk Level

Suitable Risk Level

  • How much effect does certainty and flexibility have on the outcome?
  • OVERVIEW: Suitable Risk Level
  • OVERVIEW: Risk Tolerance
  • Do you distinguish between different types of risk, e.g. liquidity, volatility, diversification?
  • How should suitability be assessed for a couple?
  • Is the full assessment re-run for an annual review?
  • What happens if someone's Suitable Risk Level changes dramatically upon review?
  • What weighting is given to each of the questions to calculate outputs?
  • How do your tools account for loss aversion?
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