Review - General Questions To Ask Flashcards
1
Q
Issues to cover at a review
A
changes in
- ATR/ CFL
- Personal circumstances
- financial circumstances
- financial objectives
- new funds to invest
- legislation / regulation changes
- economy/ market conditions
- political / Brexit negotiations
- new products / charges
- performance against benchmark
Pension:
- planned withdrawals income/lump sum from SIPP?
- nomination forms completed
Investment:
- changes to income/ capital needs
- use of isa/CGT allowances
IHT-
- Nom forms completed? Any changes to them or wills?
- use of gift allowances
