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Financial Preparedness Questionnaire

This financial preparedness questionnaire is purposefully designed to encourage you to reflect on how financially prepared you are to cope with the unexpected events that life presents to us.

 

This is because in many cases the financial consequences of these events shown below in the questions are avoidable if planned for. By completing this short questionnaire it will either show you are financially prepared or not for the unexpected. If work is required to prepare your financial preparedness; by taking Independent Financial Advice it could be less expensive then you fear? For example, is it not better to invest a few pounds now to replace a slate or tile on the roof than risk losing the entire roof?
 
 
 

Family and Personal Protection Considerations
 
1. If you were to suffer an injury preventing you from ever returning to work would it impact upon your finances?
     
2. If you were to suffer a serious illness, i.e. heart attack, critical illness, cancer etc., which after recovery would allow you to return to work later would it impact your finances?
     
3. If you or your partner were to die today would it impact financially upon your surviving members of your family?
     
4. If your loved one was taken into long-term care would it affect your finances?
     
5. Have you prepared for long-term care funding, i.e. nursing home or residential care?
 
   
6. Are you willing or able to live on state benefits if the unexpected were to happen to you or your family member?
 

Investments and Savings Considerations
 
1. Do you want to save and invest tax efficiently?
     
2. Are you worried about the low rates of interest being offered on your savings and investments?
     
3. Are your savings and investments fully diversified to reduce risk?
     
4. Have you sheltered your income and capital from tax?
     
5. Have you equalised your investments and savings between you and your partner to achieve tax savings?
     
6. Do your investments and savings held currently reflect your attitude to risk?
 

Retirement Considerations
 
1. Do you know how much capital you require in retirement?
     
2. Do you have sufficient capital in retirement to be able to enjoy your retirement?
     
3. Do you know how much income you require in retirement?
     
4. Do you need to increase you income now you are in retirement?
     
5. Do you know the extent of the shortfall in your retirement funds?
     
6. Are you concerned at the low rates of interest being offered on your savings?
     
7. Do you want to save tax efficiently for your retirement?
     
8. Are your personal investments and savings held in the most tax efficient way possible?
 

Estate Planning Considerations
 
1. Would you like to have a discount off of your Inheritance Tax bill if possible?
     
2. Do you want to pass your wealth on tax efficiently to your loved ones?
     
3. *Do you have a current will?
     
4. *Are you making full use of approved trusts for Inheritance Tax Planning?
     
 
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*(These products & services are not regulated by the Financial Services Authority and is provided on an introductory basis only) If you have any concerns whatsoever over your financial preparedness to be able to cope with life’Äôs unexpected events please call 01664 474513 or email: enquiries@fortifyinvestments.co.uk for immediate assistance.

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Fortify Investments is a trading style of Fortify Investments Ltd Company No. 06914653. Fortify Investments Ltd
is an appointed representative of Investments Limited which is authorised and regulated by the Financial Services Authority. FSA No: 488181. Registered in England and Wales

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