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Main contents | Introduction | Financial Objectives | Attitude to Risk | Personal Details | Children & Other Dependants | Professional Advisers | Employment Details | Estate Planning | Income | Expenditure | Assets | Employee Benefits | Trusts | Liabilities

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Employment Benefits

 

SELF

SPOUSE/PARTNER

In addition to the pension benefits detailed previously, do you qualify for any other employee benefits of a financial nature:

Company Car Package

Life Assurance
NB is your "expression of wish" up to date

IPI

Personal Accident

Private Medical Insurance

Share Schemes

 

 

Please note which, if any, are contributory

 

 

If contributory, are the contributions deducted from salary

 

 

How long will your employer pay sarary if you are absent through illness

 

 

Contracting Out

 

 

Are you contracted out of S2P

 

 

REMEMBER You should not use any information contained on this page as the basis of any action until you have discussed matters with your financial adviser.

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