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.