Pension Review Fact Find – DB Addendum

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Personal Details
Form Completed By:*
Adviser Name*
Which Florin investment adviser representative is assisting you?*
Forename*
Surname*

Pension and Financial Arrangements
PLEASE PROVIDE A GENERAL BREAKDOWN OF YOUR CURRENT ASSETS AND LIABILITIES AS SET OUT BELOW (WHERE APPLICABLE). We appreciate the sensitivity of the information you provide below and it will be kept confidential in accordance with Florin’s privacy policy. This information assists us in preparing your pension review and without it we may not be able to advise you. If you have any questions or concerns, please feel free to discuss with your Florin investment adviser representative.
What is your total annual household income (net of taxes)?*
From all sources including employment, self-employment, investments and rental property
What is the sum of your annual financial commitments?*
To maintain your current lifestyle including regular expenditure such as a mortgage
What is the value of all of your investable assets?*
Monies currently invested or available for investment excluding property interests, pension assets and business interests
What is the value of all of your property interests?*
Including but not limited to your main residence
What is the value of your accumulated non-UK retirement/pension assets?*
What is the value of your accumulated non-UK retirement/pension assets?
What is the value of any unquoted business interests or other assets not covered above?*
Total value of assets excluding UK pension(s)?*
What is the total value of your liabilities?*
E.G. Personal loans, mortgages whether short term or long term
Total net worth excluding UK pension(s)?*
Total net worth excluding UK pension(s)?
Are you currently contributing to any non-UK retirement plans?*
Please provide further details on levels of current/expected contribution*
What level of income will you require at/during retirement?*
Do you have a plan in place to meet this income target?*
How important is your UK pension in these plans?*
What is your capacity for loss in respect of your UK pension?*
All investment carries some sort of risk and it is important that we understand your capacity for loss, as well as your attitude to risk. With this in mind, in relation to your UK pension how would you describe your ability to absorb capital losses and fluctuations in the value of your UK pension?
- I am unable to accept capital losses or fluctuations in value. Any material loss would have a detrimental effect on my standard of living. (Please note that in investment terms this would mean you should only be invested in cash).
- I can accept some degree of fluctuation in value and the possibility of losses.
- I am financially able to sustain potentially large capital fluctuations and the possibility of extensive losses.
Do you have life insurance?*
Please provide details including coverage level and whether term or whole of life.*
Will you be entitled to US Social Security and/or a UK State Pension?*
Do you know what income levels these will provide at retirement?*
Privacy Policy*
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Pension Review Fact Find – DB Addendum

Step 1 of 2

Personal Details

Pension and Financial Arrangements

UK Pension Review

UK Lifetime Allowance

US Advisors