What information will I need for my planning?

You are about to complete information pages to allow us to provide you with your financial advice. This information will include the sections listed below. You may want to gather this information before completing the pages for any parties to be included in the advice process:

• Your Details – about you, including contact details and connected parties (if applicable).


• Your employment details - including length of service and benefits and tax situation.


• Income and Expenditure - The picture of your current cashflow position.


• Your Assets & Liabilities – what you own and what you owe.


• Your pension contributions - do you want to make regular or lump sum contributions.


• Your retirement – Existing pension details and requirements, including current fund values.


• Your existing Professional Advisers - such as accountants and solicitors.


• Your objectives - What you want to achieve from your pension planning.


• Pension Planning Priorities - How you want to plan your financial planning priorities.


• Attitude to Risk - What level of investment risk do you wish to consider, if required.

This information is kept confidential and will not be shared with any other parties or organisations.