1.1 - Personal Details
These questions will help us understand your personal situation.
We ask for your height and weight statistics to help us understand if you would benefit from an Enhanced Annuity. We will ask further health questions during your Fact Find call.
1.2 - Family and Dependants
This section should be completed if you have children and/or financial dependants.
2.1 - Your Employment Details
Please complete this section to the best of your knowledge.
2.3 - Income Details
It is important that we understand all the sources of income coming into your household.
3.1 - Savings and Investments
Please state all of your non-pension savings and investments. This can include cash in the bank, ISAs, Premium Bonds etc.
3.2 - Asset Details
Please list any major assets you own, such as your main residence, buy-to-let, businesses etc.
3.3 - Life Insurance
If you or your partner currently hold any life insurance, either through work or privately, please list them here.
3.4 - Mortgages
Please list any mortgages you have with outstanding balances – e.g. main residence, second home, buy-to-let etc.
3.5 - Liability Details
You must list every liability that your and your partner currently have, for example:
- Hire purchasing agreements
4.1 - Retirement Planning
This section asks you about your plans for retirement.
4.2 - Death Benefits
This section asks you to consider what pension benefits will be needed in the event of your death.
Complete - Review Information
Complete - No Action Required
Pension Works - Client Fact Find
Date of Birth: