2020 Financial - Client Fact Find

1

Full Name* This field is required.

First Name

Middle Name

Last Name

2

Age

3

Date of Birth* This field is required.

4

National Insurance Number

5

E-mail* This field is required.

example@example.com

6

Phone Number* This field is required.We'll give you a call to chat to talk about your options based on your personal circumstances.

Area Code

Phone Number

7

When you retire do you plan to work part-time or freelance?

Yes

No

8

If you answered 'yes' please estimate your annual earnings from this part-time/freelance work

9

Estimated Pension Transfer Value CETV

10

What income is your pension provider expecting to give you in retirement if you stay in your final salary (defined benefit) scheme?

Amount per year

11

How important is this income? Would your standard of living suffer if you transferred your pension and the value dropped or you had to take less income?

12

What is your reason for completing this form? What are you hoping to achieve from this investigation?

13

Number of Children and their ages

14

Are you Married or in a Civil Partnership?

Yes

No

15

Spouse's age

16

When does your Spouse/Partner plan to retire (year)

17

When your Spouse/Partner retires do they plan to work part-time or freelance?

Yes

No

18

If you answered 'yes' please estimate their annual earnings from this part-time/freelance work

19

Work, Income & Pensions

20

Occupation (including Job title)

21

Income per annum

leave blank if not applicable

22

Spouse's Occupation (including Job title)

23

Spouse/Partner Current Annual Salary

leave blank if not applicable

24

Are both you and your partner eligible for the State Pension?

Yes

No

Don't know

25

How much is your State Pension entitlement worth per year?Please estimate how much you will receive from your State Pension.

If you do not know, you can find out here: https://www.gov.uk/browse/working/state-pension. As a guide, the current full state pension is worth £9339.20 a year or £179.60 a week.

26

How much is your partner's State Pension entitlement worth per year?Please estimate how much you will receive from your State Pension.

If you do not know, you can find out here: https://www.gov.uk/browse/working/state-pension. As a guide, the current full state pension is worth £9339.20 a year or £179.60 a week.

27

Other Pensions for you and your partner (including value and current contribution amount)

28

Do you own your own home

Yes

No

29

House Value, Mortgage Type, Outstanding Mortgage amount & Repayment term

30

What is the value of any outstanding loans / debt/ credit agreements e.g. cars, credit cards, finance etc ?

If zero, leave blank

31

If not repaid by retirement age, how do you plan to repay?

e.g. Savings, pension, downsize etc...

32

Please provide details of any life insurance policies you hold (you & your partner)

e.g. personal life insurance policies, death in service with employer etc

33

Other large expenditure in the next 5 years e.g. school/university fees, home improvements, big holidays etc

34

Do you have any of the following:

Savings Account

Cash ISAs

Investments (non-property)

Property

Premium Bonds (National Savings)

35

If so, what is their value?Combined value of any existing savings/ pensions / shares / ISAs etc

36

Other sources of capital i.e. business sale, inheritance etc

37

Do you have investment experience? Tick all that apply

Investment ISAs

Property Investment (landlord)

Property Investment (developer)

Premium bonds

Stocks and Shares

Personal Pensions (SIPPs)

No previous investment experience

38

Desired Retirement Age (You)

39

Desired Retirement Age (Your partner)

40

Desired Retirement Income

£26,000 is the estimated amount needed per year for a couple to enjoy a comfortable retirement. If you're not sure, read our 'How much do I need to retire' blog as a guide.

41

What are the 3 most important things to you in retirement?

e.g. Money for holidays, being able to help kids buy a house, keeping active (gym memberships etc)

42

Are you planning any big purchases when you retire? e.g. new car, world cruise, home improvements

Yes

No

43

Estimate the cost of these purchases...

44

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