Fact Find: Planning

This Planning section needs to be completed as required.  Record the planning priorities for the Client, the Adviser and then the Agreed priorities:

Future events/known changes that may affect the client being able to afford any recommendation as a result of this can be recorded:

Enter ‘Key assumptions’ to be used in planning and calculators:

There are three sets of attitude to risk questionnaires:

  • Generic Questionnaire
  • Barrie &   Hibbert questionnaire
  • Dynamic Planner questionnaire

All the questions will demonstrate that you have explored with your clients their attitude to risk before making any recommendation.