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    Pre Meeting Preparation Document Rest Less 2021 09 2

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    sara bailey
    This document provides instructions and forms for clients to complete prior to a pension health check consultation. It requests background information such as name, date of birth, employment and retirement status, target retirement dates, current income from all sources, current outgoings, pension details including current values and contribution amounts, property details for primary residence and other properties, and investment and savings asset details. Completing this information will allow the consultant to make the discussion relevant and practical.

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    Download as DOCX, PDF, TXT or read online from Scribd

    Pre Meeting Preparation Document Rest Less 2021 09 2

    Uploaded by

    sara bailey
    7 views2 pages
    This document provides instructions and forms for clients to complete prior to a pension health check consultation. It requests background information such as name, date of birth, employment and retirement status, target retirement dates, current income from all sources, current outgoings, pension details including current values and contribution amounts, property details for primary residence and other properties, and investment and savings asset details. Completing this information will allow the consultant to make the discussion relevant and practical.

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    This document provides instructions and forms for clients to complete prior to a pension health check consultation. It requests background information such as name, date of birth, employment and retirement status, target retirement dates, current income from all sources, current outgoings, pension details including current values and contribution amounts, property details for primary residence and other properties, and investment and savings asset details. Completing this information will allow the consultant to make the discussion relevant and practical.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    7 views2 pages

    Pre Meeting Preparation Document Rest Less 2021 09 2

    Uploaded by

    sara bailey
    This document provides instructions and forms for clients to complete prior to a pension health check consultation. It requests background information such as name, date of birth, employment and retirement status, target retirement dates, current income from all sources, current outgoings, pension details including current values and contribution amounts, property details for primary residence and other properties, and investment and savings asset details. Completing this information will allow the consultant to make the discussion relevant and practical.

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    © All Rights Reserved
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    Pension Health Check - Pre-Meeting Information Form

    Prior to your consultation, we ask that you take some time to prepare some background information but also to think about your retirement.

    We want to ensure you get as much value as possible from your Pension Health Check. The information you provide will enable us to make the
    discussion relevant and practical for you, so we suggest you put aside 30 mins to prepare. Please complete this form to the extent you can.

    Name

    Date of Birth

    Employment Status
    Think about how this may change between now and
    retirement.

    Target Retirement Date - scenario 1


    You may want to consider more than one retirement age or
    partial retirement.

    Target Retirement Date - scenario 2

    Income
    The income we currently receive is usually a good starting point for the income we will need in retirement. Please make a note of your current
    annual income; remember to include all sources of income such as salary, rental income, benefits etc. We can then use this as a starting point to
    discuss your income requirements once you retire.

    Main source of income Investment Income Other income


    (Employment, pension etc.) (Rental, dividends, interest) (Benefits etc.)

    Gross Income £ /per year £ /per year £ /per year

    Outgoings
    Similar to income, your current outgoings are a good indicator for what you will need to be paying for once you retire. Some outgoings may no
    longer be applicable once you retire but may be replaced by other expenditure. The following table may help you assess your current outgoings.

    How much do you pay? Per year Anyone else contribute? How much? Per
    year

    Mortgage, Rent & Insurance


    including repairs & maintenance

    Personal Loans & Credit Cards

    Council Tax & Utilities


    gas, water, electricity, TV, phones etc.

    Travel & Car


    car costs, fuel, insurance, public transport

    Household, Leisure & Gifting food, drink, furnishings,


    hobbies, gym, birthdays, Christmas

    Child Care nursery, clubs, education, childminder etc.

    Regular Savings ISA, investments, pensions

    Other any other regular expense

    Total
    Pensions
    You will need to pull together the current fund values for all your pensions. You may want to jot down the details below so that they are to hand
    for your consultation.

    Pension 1 Pension 2 Pension 3 Pension 4

    Pension Provider

    Current Value / Transfer Value

    Valuation Date

    Regular Contributions (monthly)

    Assets - Property and Investments/Savings


    Retirement planning isn’t just about pensions. You may have other assets that you can use to supplement your retirement income.

    Property
    One of our biggest assets and largest outgoing is our home. Prior to the consultation, you may want to consider any changes you plan to make for
    your property. Please make a note of the details below.

    Main home Other property Other property Other property

    Who does it belong to?


    your asset or jointly owned

    Current Value

    Valuation Date

    Is there a mortgage, how much?

    Years left on the mortgage, how many?

    Investments/Savings
    Think about all your assets and investments: these may be savings in deposit accounts, ISAs, bonds, shares, OIECs. Make a note of them below but
    also consider what plans you have for these investments.

    Asset 1 Asset 2 Asset 3 Asset 4

    Who does it belong to?


    your asset or jointly owned

    What is it?
    savings account, ISA etc.

    Which company is it with?


    Barclays, Prudential etc.

    Current Value

    Regular Contribution?

    Income Withdrawals

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