Pension Review Fact Find

Personal Details
Form Completed By:*
Adviser Name*
Which Florin investment adviser representative is assisting you?*
Forename*
Surname*
Title*
Date of Birth*
Address*
Street Address City State / Province / Region ZIP / Postal Code
Home Telephone*
Work/Cell Phone*
Email

(if happy for us to use this for correspondence with you)

Personal Details (continued)
Marital Status*
Spouse Date of Birth*
If divorced, is there a UK pension sharing order/earmarking in place?*
Do you have children or other financial dependents?*
Please provide number and ages of financial dependents*
State of Health*
Are you a smoker?*
NI Number*
Nationality*
Country of Residence*
What year did you leave the UK?*
Do you currently plan to remain in your country of residence permanently?*
Current Employment Status*
Occupation/Business Name*

Pension and Financial Arrangements
Your total annual household income from all sources (net of taxes)?*
Are you still making contributions to a UK pension?*
When did you last review your UK pension?*
What is your expected retirement age?*
Do you plan to take your 25% cash lump sum at age 55 and/or your planned retirement age?*
How long before you expect to start taking retirement income?*
Could this be delayed in the event of adverse investment conditions?*
Do you have a retirement plan/pension/savings in the USA or country other than the UK?*
What is the value of your accumulated non-UK retirement/pension assets?*
Will you be entitled to a US social security and/or UK state pension?*
Do you know what income levels these will provide at retirement?*
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?*
Do you have life insurance?*
Provide details including coverage level and whether term or whole of life.*
Do you have a current US will and/or estate plan in place?*
Do you have currently work with a US wealth manager/financial advisor?*
Additional Notes

Investment Objectives
How familiar are you with investment matters?*
- Not familiar when it comes to investments
- Somewhat familiar - I don’t fully understand investments, including the stock market
- Fairly familiar - I understand the various factors that influence investment performance
- Very familiar - I use research and other investment information to make investment decisions. I understand the various Factors that influence investment performance
Which statement best describes your investment objectives for your UK pension?*
- I am risk averse and would not be willing to tolerate any volatility. I do not feel I can afford to suffer losses even in the short term. I am prepared to accept that this may erode the purchasing power of my investments.
- I am risk averse and would prefer investments with low levels of volatility. I understand that short term losses may be experienced but would anticipate them to be low (less than 10%). I am willing to accept lower returns associated with these investments.
- I am willing to take a medium level of risk in order to seek to grow the real value of my investments. I am prepared to tolerate reasonable levels of volatility. I understand that medium term losses may be experienced (typically less than 25%) but would anticipate recovery over a 5 year time scale.
- I am willing to take a high level of risk in order to achieve higher levels of growth. I am prepared to tolerate high levels of volatility with potential for significant gains and/or losses. I understand that losses may take longer to recover than low or medium risk profiles.

Additional Information
Additional Information
Privacy Policy*
- Please check the box to confirm that you have read and understood our Privacy Policy
Name*
Date*
Signature*

Step 1 of 5

Personal Details

Personal Details (continued)

Pension and Financial Arrangements

Investment Objectives

Additional Information

UK Pension Review

UK Lifetime Allowance

US Advisors