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Income and Family Protection
Please provide details of any policies you have which would pay out in the event of your death, a critical illness developing or the inability to do your current occupation. Your employer may provide you with certain benefits such as “death in service” or a special sickness pay arrangement. The more information we have the better we can assess whether you are “over insured” (and could save money) or “under insured” (and may want to reconsider the type of protection for you and your family you currently have in place). You may also have policies linked to paying your mortgage in the event of either death, sickness or unemployment.
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Give details of any protection policies you have including the premium paid, Company, when it expires, the sum assured (amount of benefit) and any other relevant details.
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Please give details of the premium you pay, the company, when the policy expires, how much benefit you expect to receive and any other additional information.
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Planning for Retirement
Please provide details of any schemes you have in place (either personal or company pension arrangements) to provide for yourself and any dependants on your retirement.
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Please click all that you believe to be true
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give details of of pension schemes you are currently saving in, your premium, current value and any relevant details.
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give details of of any occupational pension schemes you are currently saving in, your premium or contribution, current value or benefit and any relevant details.
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Your financial objectives
When helping you plan and review your finances we need to know what is important to you. Please indicate which of the following are important to you and how you would prioritise them (high, medium or low) or leave blank if you don’t need to consider at this time.
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Please indicate anything else you would like to discuss.
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Wufoo
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