Vanilla Factfind

Personal	Occupation	Dependants	Assets	Borrowings
Arrangements	Pensions	Income	Expenditure	Summary

Do you have a partner that you wish to be included in this Financial Review ?

Dependant Details

Employment Status
Occupation

What Age would you like to retire ?

Policy Type

Critical Illness Cover	Life 1	Life 2	Joint
Critical Illness Cover

Company

Date Started

Policy Holders

Benefit term

Policy Status

Premium

Frequency

Life Assured

Death benefit

Reason

	Enter details of any pension arrangements that exist for this financial review.

Pension Details
Policy Holder		Employer Name
Insurance Company		Occupation
Policy Type		Date Left Service
Policy Status		Pensionable Salary at that date
Date joined / started		Retirement Age

Benefits
Defined Contribution		Final salary
Date of Latest Fund		Benefit basis
Fund value		% of Pensionable Salary

Death in Service
Lump sum		Widow(er')s Pension
or Times Salary		Dependants Pension
Permanent Health Income Benefit		Based On

Expenditure		Client	Partner	Joint
Household
	Mortgage
	Mortgage Prot
	Life Insurance
Utility Bills
	Gas, Electrcity, Water
	Phone
	TV Licence
	Cable / Satellite
Transport
	Car (Finance / Loan)
	Car Other (Car Insurance / Road Tax / Petrol / Breakdown Cover)
Personal Loans
	Loans (protected)
	Loans (Unprotected)
Misc
	Groceries
	Other
Total monthly		0	0	0

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