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All
OK |
Needs
attention |
Urgent! |
| 1. What
state is your Will in? |
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| 2. A
recent projection of pension benefits? |
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| 3. Pensions
on-target to retire when you want? |
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| 4. Sure
you’ve
got the best mortgage? |
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| 5. Sufficient
mortgage cover (death & critical illness)? |
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| 6. Are
all loans covered in event of death? |
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| 7. Did
you purchase insurance from your finance/loan
provider? |
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| 8. Sufficient
available cash to see you through illness? |
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| 9. Is
your income protected in event of long-term
disability? |
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| 10. Have
you protected your family’s income
in event of
your own death? |
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| 11. Financial
provision for child-care in event of death
or
serious illness of non-earning spouse/partner? |
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| 12. Is
there adequate private healthcare? |
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| 13. Have
you recently reviewed your lifecover needs? |
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| 14. Are
there sufficient funds in place to purchase
business
of deceased or critically ill partners? |
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| 15. To
what extent is your estate liable to Inheritance
Tax? |
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| 16. Expecting
to receive an inheritance? |
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| 17. Are
you the beneficiary of a Trust? |
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| 18. Have
you used your full ISA allowance this year? |
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| 19. Used
your maximum pension contribution allowance? |
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| 20. More
in bank/building society than for short-term
needs? |
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| 21. Are
you getting the best returns on your savings? |
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| 22. Will
you be able to afford school/college fees? |
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| 23.
Funding in place to cover Long Term Care? |
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| 24. Are
pension/investment risk levels appropriate? |
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| 25. Satisfied
with performance of pensions/investments? |
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