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Annual Planning Questionnaire
Please take the time to tell us what has happened since our last meeting, and what you want to happen over the coming months and years. Please answer in as much detail as possible.
28
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1
Your Name(s)
*
This field is required.
If you are a couple, we would prefer you to complete ONE joint questionnaire, so we can follow one agenda at our forthcoming meeting
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2
Your preferred email
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3
What in particular would you like to discuss at our review?
*
This field is required.
What are you concerns at this moment in time? This might include retirement planning, investing, Inheritance tax, care fees planning, life and critical illness cover, income protection, Wills, Lasting Powers of Attorney and trusts.
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4
Have there been any changes to your family, health or employment circumstances that we should be aware of?
*
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Example - New child/grandchild, change of job or diagnosis of an illness or condition?
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5
Will you require a Cashflow planning meeting?
*
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If so, it works best either in our office or over Microsoft Teams.
YES
NO
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6
Have there been any changes to your contact details?
*
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Please state any changes of address, mobile number, landline number and email address. If your address has changed, please would you also provide the date you moved in.
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7
On what date did you move in to your current home?
*
This field is required.
We need this information for anti-money laundering checks. If you are not sure of the exact date, please give your best estimate
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8
Please provide up-to-date valuation(s) of any property you own.
Please state name of property, the approximate value, the owners and whether held jointly or as tenants-in-common.
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9
Please provide your latest mortgage, loans and credit card details (if applicable).
Please include owner, amount owed, interest only/repayment, monthly payment, end date, the interest rate, whether it is a fixed rate and the balance.
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10
Please list your household's sources of GROSS, ANNUAL income
*
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E.g. Salary £50,000, State Pension £10,600, Company Pension £20,000, Net Profit £50,000, etc. Our software will calculate your net income.
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11
Please provide updated balances of ANY investments or pensions (including company pension schemes) WHICH ARE NOT MANAGED BY US.
Please do NOT include any pensions income you are actually receiving. Please include provider name, type of product and owner. We CANNOT provide a useful cashflow report if it doesn't include information on ALL you savings and investments, INCLUDING your COMPANY PENSIONS. We need to know how much it is worth NOW, how much YOU pay in a month and how much YOUR EMPLOYER pays in a month.
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12
Please provide us with the latest information you have on any DB pension schemes you are currently in or were previously in
DB pensions are typically public sector pensions such as Teachers, Police, Local Government, NHS, Fire Service, Civil Service and the Armed Forces. However, there are still a few private companies which offer such schemes. Basically they are schemes will pay you an indexed-linked pension based on length of service and salary, rather than how much you have invested. PLEASE STATE CURRENT PENSION, PROJECTED PENSION, RETIREMENT DATE AND TAX-FREE LUMP SUM
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13
Please update us on any changes to your current Life Assurance, Critical Illness and Income Protection policies
it is likely that your premium or sum assured (the amount paid out) has changed
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14
Please provide up-to-date balances of your Deposit account(s)
*
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Please state type of product (for example Current account, Savings account, Cash ISA or Premium bonds). Please also state name of providee, current balance and owner
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15
EXCLUDING your "rainy day" funds, how much SURPLUS capital do you have sitting around which could work harder for you?
*
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16
How much extra can you save each month to help you reach your goals?
*
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More pain now equals less pain later
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17
Has your attitude to investment risk or capacity for investment loss changed dramatically since our last review?
*
This field is required.
If yes, we will send you a link to our Volatility Questionnaire
YES
NO
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18
Ignoring mortgage/loan payments, regular investment/pension contributions and life assurance premiums, how much gross annual income would you like to have for the rest of your life?
Please do NOT include these items in your calculations, as these will appear in their own right in the software.
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19
What is the most important thing in your life right now?
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20
Why is that important to you?
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21
When do you want to retire?
If already retired, please state NOW.
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22
What other goals would you like us to help you achieve? Please state an age or date, as well as a monetary amount
E.g. To accumulate a lump sum of £300,000 by aged 65, leave a legacy of £250,000, mitigate Inheritance Tax or pay for 3 years of university fees in 15 years time
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23
Do you have a Will?
YES
NO
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24
If so, where is it kept?
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25
Do you have a Lasting Power of Attorney (LPA)?
YES
NO
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26
If so, where is it kept?
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27
How would you rate our overall service ?
*
This field is required.
1 being the worst and 5 being the best
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28
What do you like about Browning Financial Planning's service? And what don't you like so much? Please don't hold back
*
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PLEASE NOTE, WHILST IT DOES TAKE A FEW MINUTES TO FILL IN THIS QUESTIONNAIRE. THE REASON WE ASK YOU TO DO SO IS FIRSTLY SO WE KNOW WHAT YOU WANT TO TALK ABOUT (PRETTY IMPORTANT AS IT IS YOUR LIFE AND YOUR PLAN) AND SECONDLY SO WE CAN PREPARE OUR MEETING BEFOREHAND SO WE CAN SPEND MORE TIME DISCUSSING YOUR OBJECTIVES AND LESS TIME FORM-FILLING. WE HAVE TRIED TO KEEP THE QUESTIONS AS SIMPLE AS POSSIBLE AND AS FEW AS POSSIBLE.
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