Transcription
Financial Planning QuestionnaireConfidential Financial Review
Financial Planning QuestionnaireConfidential Financial ReviewTable of ContentsAbout You. 1Your Family. 2Retirement . 4Taxes or Rebates Due from Last Year . 4Employment . 5Other Income . 6Anticipated Windfalls. 7Savings and Investments. 8Pensions – Money Purchases . 9Pensions – Final Salaries . 10Drawdowns . 11Annuities . 12State Pensions . 13Property and Other Assets . 14Debts . 15Protection – Term Life . 16Protection – Whole Life . 17Protection – Endowments. 18Protection – Family Income Benefits . 19Protection – Income Protection . 20Protection – Critical Illness. 21Protection – Long Term Care. 22Expenses . 23Goals and Priorities. 26Wills – Estate Plans . 27Other Information . 28Appendix 1 – Employment (additional forms) . 31Page ii
Financial Planning QuestionnaireConfidential Financial ReviewAppendix 2 – Other Income (additional forms). 33Appendix 3 – Savings and Investments (additional forms) . 34Appendix 4 – Pensions, Money Purchases (additional forms) . 38Appendix 5 – Pensions, Final Salaries (additional forms) . 39Appendix 6 – Annuities (additional forms) . 40Appendix 7 – Property and Other Assets (additional forms) . 41Appendix 8 – Debts (additional forms) . 45Appendix 9 – Protection, Term Life (additional forms) . 47Appendix 10 – Protection, Income Protection (additional forms) . 48Page iii
Financial Planning QuestionnaireAbout YouConfidential Financial ReviewPlease tell us about yourself and your partner.About YouSpouse / PartnerNotesEnter additional information FemaleDate of BirthMarital StatusAdvisors Note:Married or Civil PartnershipNot MarriedIndicates importable value.AddressAddress Line 1Address Line 2Town/City, CountyPost Code, CountryAbout YouSpouse / PartnerHome Phone NumberBusiness Phone NumberMobilePage 1Email Address1
Financial Planning QuestionnaireYour FamilyConfidential Financial ReviewPlease tell us about your children and any other family members and dependants that you would like to include in your financial plans.Family Member / Dependant (1)Family Member / Dependant (2)NotesForenameEnter additional information belowSurnameGenderdd/mm/yyyy/Date of Family Member / Dependant (3)Family Member / Dependant (4)NotesForenameEnter additional information belowSurnameGenderdd/mm/yyyy/Date of BirthRelationshipAdvisors Note:FemaleMaleChildFemaleMale///ChildIndicates importable value.Page 22
Financial Planning QuestionnaireYour Family (continued)Confidential Financial ReviewUse the following forms, if needed, to tell us about additional family members you want to consider in your financial plans.Family Member / Dependant (5)Family Member / Dependant (6)NotesForenameEnter additional information belowSurnameGenderdd/mm/yyyy/Date of Family Member / Dependant (7)Family Member / Dependant (8)NotesForenameEnter additional information belowSurnameGenderdd/mm/yyyyMale/Date of BirthRelationshipAdvisors Note:FemaleChildMale/Female//ChildIndicates importable value.Page 33
Financial Planning QuestionnaireRetirementConfidential Financial ReviewPlease tell us about your retirement plans. At what age do you expect to retire or are you already retired?Spouse / PartnerYou- Please enter any relateddetails right.If not, what is your planned retirement age?Advisors Note:YesNoYesAre you already retired?NoNotesEnter additional information below6565Indicates importable value.Taxes or Rebates Due from Last YearDo you have any taxes due or are you expecting rebates from the previous tax year?Spouse / PartnerYouYesDo you have taxes due orrebates expected from theprevious tax year?Taxes DueExpected RebateNoYesNotesNoEnter additional information below Advisors Note: Not currently importable.Page 44
Financial Planning QuestionnaireEmploymentConfidential Financial ReviewEnter below details of your employment earnings including salary, wages, commissions and bonuses. Other sources of income, such as rentalincome or royalties, should be entered separately in the next section, “Other Income”.Employment (1)YouEarner / RecipientEmployment (2)Spouse/PartnerYouSpouse/PartnerNotesEnter additional information belowOccupation or Employer- Please enter annual salarybefore taxesGross Annual Salary- Average annual bonusesand commissionsOther Earnings(Bonuses, Commissions)- Average annual value ofany benefits received in kindBenefits in Kind Self-Employed or Company Owner?- If yes, enter any earnings onaverage from companydividendsAre you self-employed?YesNoYesNoAre you a company owner?YesNoYesNoYesNoCompany Dividends Pensions and Other Benefits?- If yes, enter additionaldetails in the MoneyPurchase or Final Salarysections of this questionnaire- Does your employeror company offer otherbenefits that should beconsidered in your financialplan?Do you participate in anemployer-sponsoredpension scheme?YesType of pension scheme?Money PurchaseOther benefits forconsideration in yourfinancial plan?- Click any that apply.- Further details may benoted right.Page 5Advisors Note:NoFinal SalaryMoney PurchaseFinal SalaryIncome Protection / Redundancy CoverIncome Protection / Redundancy CoverDeath in Service Life AssuranceDeath in Service Life AssuranceDeath in Service Widow’s PensionDeath in Service Widow’s PensionStock Purchase PlanStock Purchase PlanOther (please specify in notes, right)Other (please specify in notes, right)Indicates importable value.5Additional employmentincome?Click here for additional forms.
Financial Planning QuestionnaireOther IncomeConfidential Financial ReviewTell us details of any other income sources apart from employment, pensions, and annuities. Other income sources might includerental income or royalties, for example.Other Income (1)Other Income (2)NotesOther Income SourceEnter additional information below Annual IncomeYesIs this income taxable?YesNoYearsExpected duration?YouEarner / RecipientYearsYouSpouse/PartnerOther Income (3)NoSpouse/PartnerOther Income (4)NotesOther Income SourceEnter additional information below Annual IncomeIs this income taxable?YesAdvisors Note:YesYearsExpected duration?Earner / erIndicates importable value.Additional incomes?Click here for additional forms.Page 66
Financial Planning QuestionnaireAnticipated WindfallsConfidential Financial ReviewEnter here details of any anticipated proceeds from windfall events such as gifts, inheritances or even a lottery win.Windfall (2)Windfall (1)Windfalls could include:NotesType of Windfall- Inheritance,- Gifts,Amount- Gambling winningsWhen do you expect toreceive this windfall?YearEnter additional information below or at AgeYearor at AgeName of RecipientWindfall (4)Windfall (3)Windfalls could include:NotesType of Windfall- Inheritance,- Gifts,Amount- Gambling winningsWhen do you expect toreceive this windfall?YearEnter additional information below or at AgeYearor at AgeName of RecipientAdvisors Note: Not currently importable.Page 77
Financial Planning QuestionnaireSavings and InvestmentsConfidential Financial ReviewPlease provide information about your savings and investments. Entries may include stock market and other long-term investments,ISAs, individual stocks and shares, unit trusts, OEICs and Life Funds.Savings / Investment (2)Savings / Investment (1)Type of Investmentor SavingsSavings AccountNotesSavings AccountEnter additional information belowName of Account,Bank, or InstitutionOwner(s)YouCurrent BalanceRegularContributions?YouOwned JointlySpouse/PartnerOwned Jointly - Per year,if applicable. - Per year,if applicable.- Years, if applicable.Remaining Term?Advisors Note:Spouse/Partner- Years, if applicable.Indicates importable value.Savings / Investment (4)Savings / Investment (3)Type of Investmentor SavingsSavings AccountNotesSavings AccountEnter additional information belowName of Account,Bank, or InstitutionOwner(s)Current BalanceRegularContributions?Remaining Term?YouSpouse/PartnerSpouse/PartnerOwned Jointly YouOwned Jointly- Per year,if applicable.- Years, if applicable. - Per year,if applicable.- Years, if applicable.Additional savings andinvestments?Click here for additional forms.Page 88
Financial Planning QuestionnairePensions – Money PurchasesConfidential Financial ReviewPlease tell us about your pension arrangements. Enter here details of money purchase schemes, personal pensions (including stakeholder), and self-investedpersonal pensions. Note: Do not include any pensions from which you are already drawing an income. These should be entered separately in the Drawdownsand Annuities sections of this questionnaire. Defined benefit schemes (final salaries) should also be entered separately under Final Salaries.Type of MoneyPurchaseMoney Purchase (1)Money Purchase (2)Personal PensionPersonal PensionOwnerYouSpouse/PartnerYouNotesEnter additional information belowSpouse/PartnerName of Pension orEmployerCurrent Value(Account Balance) Retirement Age- If applicable- Enter either as an annualamount (before tax) or as %of salary- If applicable- Enter either as an annualamount or as % of salaryYour ContributionsYour Employer’sContributions - orannual contribution amount or % of salary Type of MoneyPurchase%0%- or%0% - or%0%annual contribution amount or % of salary - or%0%annual contribution amount or % of salaryannual contribution amount or % of salaryMoney Purchase (3)Money Purchase (4)Personal PensionPersonal PensionOwnerYouSpouse/PartnerYouNotesEnter additional information belowSpouse/PartnerName of Pension orEmployerCurrent Value(Account Balance) Retirement Age- If applicable- Enter either as an annualamount (before tax) or as %of salary- If applicable- Enter either as an annualamount or as % of salaryPage 9Your ContributionsYour Employer’sContributionsAdvisors Note: - or%0%annual contribution amount or % of salary - or%0%annual contribution amount or % of salary - or%0%annual contribution amount or % of salary - or%0%annual contribution amount or % of salaryIndicates importable value.9Additional money purchases?Click here for additional forms.
Financial Planning QuestionnairePensions – Final SalariesConfidential Financial ReviewPlease tell us about your pension arrangements. Enter here details of final salaries (defined benefit schemes).Final Salary (2)Final Salary otesEnter additional informationName of Pension orEmployerYesActive Member?If Yes - Years of ServiceYesIf No - Are you currentlyreceiving payments?- Enter current or estimated futurepension income before taxPension – IncomeExpected or Current- If presently active member or ifpension is deferredRetirement AgeSurvivor benefits might include:- Death in Service / Widow’s Pension- Death in Deferment BenefitsYesNo, payments are deferredYearly MonthlyNo, payments are deferredYearly MonthlySurvivor Benefits?- Leave blank, if unknownFinal Salary (4)Final Salary otesEnter additional informationName of Pension orEmployerYesActive Member?If Yes - Years of ServiceYesIf No - Are you currentlyreceiving payments?- Enter current or estimated futurepension income before taxPension – IncomeExpected or Current- If presently active member or ifpension is deferredRetirement AgePage 10 YesNo, payments are deferredYearlyMonthlyNo, payments are deferredYearly MonthlyAdditional final salaries?Survivor Benefits?- Leave blank, if unknownAdvisors Note: Not currently importable.Click here for additional forms.10
Financial Planning QuestionnaireDrawdownsConfidential Financial ReviewPlease tell us about any existing drawdowns from which you currently receive income.Drawdown (1)Drawdown (2)NotesOwnerYouSpouse/PartnerYouEnter additional information belowSpouse/PartnerName of Drawdown- Income before taxPayment AmountYearly MonthlyMonthly Current BalanceYearly Drawdown (3)Drawdown (4)NotesOwnerYouSpouse/PartnerYouEnter additional information belowSpouse/PartnerName of Drawdown- Income before taxPayment AmountYearly MonthlyMonthly Current BalanceYearly Drawdown (5)Drawdown (6)NotesOwnerYouSpouse/PartnerYouEnter additional information belowSpouse/PartnerName of Drawdown- Income before taxPayment AmountCurrent BalancePage 11Advisors Note: YearlyMonthlyYearly Monthly Indicates importable value.11
Financial Planning QuestionnaireAnnuitiesConfidential Financial ReviewPlease tell us about any existing annuities, pension or non-pension, from which you currently receive income or from which you expectincome that is presently deferred.Annuity (1)OwnerYouAnnuity (2)Spouse/PartnerYouNotesSpouse/PartnerEnter additional information belowName of AnnuityType of AnnuityPensionCurrently receivingincome from annuity?Yes- Enter income before taxIncomeCurrent or Expected- Leave blank if lifetimeincomeTerm- If unknown, leaveunselectedSurvivorship?PensionNon-PensionNo, payments are deferredYearly MonthlyYesNon-PensionNo, payments are deferredYearly MonthlyYearsYearsSingleSingleJoint LifeJoint LifeIf Joint Life - Survivor Percentage%0%If Joint Life - Survivor PercentageAnnuity (3)OwnerYou%0%Annuity (4)Spouse/PartnerYouNotesSpouse/PartnerEnter additional information belowName of AnnuityType of AnnuityPensionCurrently receivingincome from annuity?Yes- Enter income before taxIncomeCurrent or Expected- Leave blank if lifetimeincomeTerm- If unknown, leaveunselectedSurvivorship?No, payments are deferredYearly MonthlyYesNo, payments are deferredYearlyMonthlyYearsSingleSingleJoint LifeAdvisors Note: Not currently importable.Non-Pension YearsIf Joint Life - Survivor PercentagePage 12PensionNon-PensionJoint Life%0%If Joint Life - Survivor Percentage12%0%Additional annuities?Click here for additional forms.
Financial Planning QuestionnaireState PensionsConfidential Financial ReviewPlease tell us about the State Pension benefits you are currently receiving.If you are not presently receiving benefits but have your benefit forecast from the Pension Service, enter your estimated futurepension benefit. The Pension Service provides an online pension forecast application, which can be accessed on the Directgov website.Spouse/PartnerYouYesAre you currently receivinga state pension?Current or ForecastPension YesNoYearlyMonthlyNoYearly MonthlyWeeklyWeeklyAdvisors Note: Not currently importable.NotesEnter additional informationPage 1313
Financial Planning QuestionnaireProperty and Other AssetsConfidential Financial ReviewPlease tell us about any properties you own including real property, businesses and other assets such as vehicles, boats, jewellery, and collectibles.Property (1)Property (2)NotesName or DescriptionType of PropertyCurrent Value- If unknown, leave blankOriginalPurchase ValueEnter additional information belowPrimary ResidencePrimary Residence Owner(s)YouSpouse/Partner- If yes, enter details under“Debts and Mortgages”Mortgage / OtherAssociated Debts?YesNo- e.g. rental incomeIncome fromProperty?NoYes -Owned JointlyMonthlyProperty (3)Spouse/PartnerYesNoNoYearly YouYes -Owned JointlyYearly MonthlyProperty (4)NotesName or DescriptionType of PropertyCurrent Value- If unknown, leave blankOriginalPurchase ValueEnter additional information belowPrimary ResidencePrimary Residence Owner(s)YouSpouse/Partner- If yes, enter details under“Debts and Mortgages”Mortgage / OtherAssociated Debts?YesNo- e.g. rental incomeIncome fromProperty?Page 14Advisors Note:NoYes - Owned JointlyYouSpouse/PartnerYesNoYearlyNoMonthlyYes -Owned JointlyYearly MonthlyIndicates importable value.14Additionalproperties/assets?Click here for additional forms.
Financial Planning QuestionnaireDebtsConfidential Financial ReviewPlease tell us about your debts including mortgages, personal loans and outstanding credit card balances.Debt (2)Debt (1)NotesName orDescription- If other, please specifyEnter additional information belowMortgageMortgageOutstandingBalance RepaymentAmount Interest Rate%0.000%Type of DebtYearly MonthlyYesYouOwner(s) of Debt- If mortgageYearlyMonthlyInterest Only Loan?Spouse/PartnerNoYes%0.000%Owned JointlyYouInterest Only Loan?Spouse/PartnerNoOwned JointlyAssociatedHome, PropertyDebt (4)Debt (3)NotesName orDescription- If other, please specifyEnter additional information belowMortgageMortgageOutstandingBalance RepaymentAmount Interest Rate%0.000%Type of DebtPage 15Yearly MonthlyMonthlyYesOwner(s) of Debt- If mortgageYearlyYouInterest Only Loan?Spouse/PartnerOwned JointlyNoYes%0.000%YouInterest Only Loan?Spouse/PartnerOwned JointlyAdditional debts?AssociatedHome, PropertyAdvisors Note:NoClick here for additional forms.Indicates importable value.15
Financial Planning QuestionnaireProtection – Term LifeConfidential Financial ReviewPlease tell us details of arrangements designed to protect you and/or your family in the event of death or long term incapacity. Includeemployee benefits and any personal policies.Term Policy 2Term Policy 1NotesEnter additional information belowName of Insurer or PolicyName of Person(s) CoveredType of Policy- Leave section blank if thepolicy is an employmentbenefitPersonal PolicyEmployee BenefitEmployee BenefitPERSONAL POLICYAmount of CoverPremium- Leave section blank ifpersonal policyPersonal Policy PaidMonthlyAnnuallyPaid MonthlyAnnuallyEMPLOYEE BENEFITName of Employer- Usually a multiple orpercentage of salaryAmount of Cover- Leave blank if term isduration of employmentTerm RemainingAdditional term life cover?Click here for additional forms.Advisors Note: Not currently importable.Page 1616
Financial Planning QuestionnaireProtection – Whole LifeConfidential Financial ReviewUse the following forms, if needed, to tell us about the whole life policies you want to consider in your financial plans.Whole Life 2Whole Life 1NotesName of Insurer or PolicyEnter additional information belowPerson(s) CoveredPremiumAmount of Cover PaidMonthlyAnnually MonthlyAnnuallyPaid Whole Life 4Whole Life 3NotesName of Insurer or PolicyEnter additional information belowPerson(s) CoveredPremiumAmount of Cover PaidMonthlyAnnually MonthlyAnnuallyPaid Advisors Note: Not currently importable.Page 1717
Financial Planning QuestionnaireProtection – EndowmentsConfidential Financial ReviewUse the following forms, if needed, to tell us about endowments you want to consider in your financial plans.Endowment 2Endowment 1NotesName of Insurer or PolicyEnter additional information belowPerson(s) CoveredGuaranteed Sum AssuredCurrent Endowment SumAssured (Plus Bonuses) Maturity DatePremium PaidMonthlyAnnually PaidMonthlyAnnuallyEndowment 4Endowment 3NotesName of Insurer or PolicyEnter additional information belowPerson(s) CoveredGuaranteed Sum AssuredCurrent Endowment SumAssured (Plus Bonuses) Maturity DatePage 18Premium Advisors Note: Not currently importable.PaidMonthlyAnnually MonthlyAnnuallyPaid18
Financial Planning QuestionnaireProtection – Family Income BenefitsConfidential Financial ReviewUse the following forms, if needed, to tell us about the family income benefits you want to consider in your financial plans.Family Income Benefit 2Family Income Benefit 1NotesName of BenefitEnter additional information belowAmount of BenefitPremiumYearsYearsTerm RemainingPaid MonthlyAnnuallyMonthlyAnnuallyPaid Family Income Benefit 4Family Income Benefit 3NotesName of BenefitEnter additional information belowAmount of BenefitPremiumYearsYearsTerm Remaining PaidMonthlyAnnually PaidAdvisors Note: Not currently importable.Page 1919MonthlyAnnually
Financial Planning QuestionnaireProtection – Income ProtectionConfidential Financial ReviewUse the following forms, if needed, to tell us about income protection policies you want to consider in your financial plans. Includeemployee benefits and any personal policies.Income Protection Policy 1Income Protection Policy 2NotesEnter additional information belowName of Policy or InsurerPerson(s) CoveredType of Policy- Leave section blank if thepolicy is an employmentbenefitPersonal PolicyPersonal PolicyEmployee BenefitEmployee BenefitPERSONAL POLICYPremiumAmount of CoverPaid AnnuallyPaid Maximum Durationof BenefitMonthlyMonthlyAnnuallyMonthlyPaid AnnuallyMonthlyPaid AnnuallyYearsYearsMaximum Benefit Age- Leave section blank ifpersonal policyEMPLOYEE BENEFITName of EmployerAmount of Cover Paid%-or- 0%of salaryMonthlyAnnuallyMaximum Durationof Benefit Paid%-or- 0%of salaryMonthlyAnnuallyYearsYearsAdditional incomeprotection?Click here for additional forms.Page 20Advisors Note: Not currently importable.20
Financial Planning QuestionnaireProtection – Critical IllnessConfidential Financial ReviewUse the following forms, if needed, to tell us about critical illness cover you want to consider in your financial plans.Critical Illness Policy 2Critical Illness Policy 1NotesName of Policy or InsurerEnter additional information belowPerson(s) CoveredPremiumAmount of CoverPaid Annually MonthlyPaid Annually YearsYearsTermIs cover offered togetherwith a Term Life policy?MonthlyYesNoYesNoAdvisors Note: Not currently importable.NotesEnter additional informationPage 2121
Financial Planning QuestionnaireProtection – Long Term CareConfidential Financial ReviewUse the following forms, if needed, to tell us about long term care cover you want to consider in your financial plans.Long Term Care Policy 2Long Term Care Policy 1NotesName of Policy or InsurerEnter additional information belowPerson(s) CoveredAmount of Cover MonthlyAnnuallyYears orMaximum Coverage PeriodPremiumPaid LifetimeBenefitsPaidMonthlyAnnuallyPaid AnnuallyYears or MonthlyLifetimeBenefitsPaidMonthlyAnnuallyAdvisors Note: Not currently importable.NotesEnter additional informationPage 2222
Financial Planning QuestionnaireExpensesConfidential Financial ReviewPlease enter either (a) your total household expenses (monthly or yearly) or (b) itemise them in the following worksheets.a. Total Household Expenses b. Household Expense WorksheetExpensePage 23AmountMonthlyYearlyAdvisors Note:Indicates importable value.PaidMortgage / Rent MonthlyYearlyCouncil Tax MonthlyYearlyHome Insurance MonthlyYearlyHome Maintenance MonthlyYearlyCharitable Donations MonthlyYearlyChild Care MonthlyYearlyFurnishings MonthlyYearlyGardening MonthlyYearlyNewspapers / Magazines MonthlyYearlyPets MonthlyYearlyClothing MonthlyYearlyEducation MonthlyYearlyEntertainment MonthlyYearlyFood MonthlyYearlyGifts MonthlyYearlyMembership Fees MonthlyYearlyDigital TV / Satellite MonthlyYearlyElectricity MonthlyYearlyGas / Heating Fuel MonthlyYearlyWater / Wastewater MonthlyYearlyHome Telephone MonthlyYearlyMobile Telephone MonthlyYearlyInternet MonthlyYearlySecurity MonthlyYearly23
Financial Planning QuestionnaireConfidential Financial ReviewExpenses pe sesHousehold Expense Worksheet (continued)AmountExpensePage 24Advisors Note:Indicates importable value.PaidCar Payment MonthlyYearlyFuel Costs - Car MonthlyYearlyMaintenance - Car MonthlyYearlyInsurance - Car MonthlyYearlyPublic Transport MonthlyYearlyPrescriptions MonthlyYearlyMedical / Consultancy Fees MonthlyYearlyMedical Insurance MonthlyYearlyDental MonthlyYearlyTravel / Holidays MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly24
Financial Planning QuestionnaireConfidential Financial ReviewExpensesHousehold Expense Worksheet (continued)AmountExpensePage 25Advisors Note:Indicates importable value.Paid MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly MonthlyYearly25
Financial Planning QuestionnaireConfidential Financial ReviewGoals and PrioritiesPlease indicate how relevant the following goals and life events are to you. Check the appropriate box next to eachquestion – 1 being of little relevance or low priority, 5 being very relevant or of high priority.LowHow relevant are the following objectives and life events to you?1High2345Basic financial coaching - budgeting, saving, and investingPlan for future retirementFinancial advice related to changes in marital status – marriage or divorceManage present retirement incomeWork part-time either temporarily or in late careerAdvice on redundancy or changing careersStart a new businessInvest an inheritance, a gift or other windfallsReview your existing investmentsLiquidity - Keep funds accessible on short noticeInformation on government benefits and entitlementsPlan for a future child or children and related expenses such as child careSave for a future wedding or other major celebrationsPurchase a future homeFund the renovation of your homeBuy a holiday home or other propertyDownsizing - selling a home, property, business, or other assetsEducation - Fund the education of your children, grandchildren, other dependantsEducation - Fund your own education or a return to universityPlan for other major expenditures, for example the purchase of a new car or boat.Managing debt - Credit cards, loans, mortgagesInsurance protection for assets, income, critical illness, or long term health careProvide an inheritance for your dependantsOthers:Others:Others:Advisors Note:Not importable.Page 26Others:Others:Others:26
Financial Planning QuestionnaireConfidential Financial ReviewWills – Estate PlansPlease tell us about your current intentions in respect of your estate in the event of your death.Spouse / PartnerYou- If yes, please outline brieflyits terms and provisions inthe space below.Page 27Have you made a will?YesNoYesNoAdvisors Note: Not importable.27
Financial Planning QuestionnaireOther InformationConfidential Financial ReviewPlease use this space to provide any further information that you feel might be relevant to your financial planningneeds, e.g. possible future chan
Financial Planning Questionnaire Confidential Financial Review Page 1 Forename Surname Gender Date of Birth Marital Status Male FemaleMale Address Line 1 Address Line 2 Town/City, County Post Code, Country Business Phone Number Mobile Email Address Address About You Spouse / Partner About You Spouse / Partner dd/mm/yyyy Married or Civil .
