Understanding where you are on your journey to Financial Wellbeing...

At PW & Partners, we fully understand that financial matters and the journey to achieving Financial Wellbeing can be complex and confusing. We also know that most people aspire to have financial freedom, or at the very least peace of mind that they and their loved ones are secure and protected.

To help people feel more informed and in control of their future financial security, we have developed this questionnaire to cover a range of topics related to Pension Planning, Protection and money worries. Our goal is for everyone to understand their choices in order to make the best possible decisions around these important matters.
ABOUT YOU...

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* 1. What age group do you fall into?

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* 2. Employment Status

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* 3. Sex

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* 4. Marital Status

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* 5. What Lifestage would you say you were at? You may fall into more than one

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* 6. Do you have any financial dependents?

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* 7. Which town/city/village do you live in?

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* 8. Do you have a mortgage?

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* 9. SEEKING ADVICE:
Do you currently have a Financial Adviser you are in touch with regularly?

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* 10. If you don't have a Financial Adviser, why not? Please tick all that apply to you

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* 11. If you do have a Financial Adviser, what made you get professional Financial Advice? Please tick all that apply

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* 12. YOUR FINANCIAL WORRIES:

Please tell us a little more about what concerns and worries you when it comes to money, your finances and your future (Click all that apply)

I worry...

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* 13. PROTECTION FOR YOU AND YOUR LOVED ONES:

Do you have any of the following Protection and/or employee benefits in place? Please tick all that apply to you

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* 14. Do you understand the financial implications of not having adequate protection in place if something were to happen to you or another in your household?

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* 15. YOU AND YOUR PENSION:

Please tell us a little more about your pension circumstances, situation and understanding...

Do you think you may have pensions that you have lost track of (job changes, change of address)?

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* 16. Do you have several pension pots with different providers you are aware of?

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* 17. Do you know if your pension is being monitored regularly?

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* 18. Do you know when you can afford to retire and how much income you are likely to need?

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* 19. If you have a retirement plan, have you ensured that your current contributions are on target to reach your goals?

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* 20. Have you recently reviewed your pension with a professional Financial Adviser, in the last 12 months?

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* 21. Would you know what to look for if you did review your pension?

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* 22. LONG-TERM CARE:

Do you have someone who may require Long-Term Care in the not-too-distant future?

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* 23. Are you aware of the costs and benefits that person would be/is entitled to receive?

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* 24. Are you aware of which assets the local authority would assume are available to pay for care requirements?

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* 25. Are you already caring for an older relative?

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* 26. Do you know if your parents/older relatives have a Power of Attorney in place?

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* 27. FINDING HELP:

When choosing a professional service provider (Financial Advice/Solicitor/Estate Agent/Letting Agent/Insurance Provider etc), what do you look for and what matters to you? Please pick your top 5

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* 28. Would you like PW & Partners to send you information we felt would be relevant to you? We are very selective with what we share and you can unsubscribe at any time. If yes, please fill in the boxes below...

PW & Partners Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

As a company we take our regulatory responsibilities seriously and will always respect your wishes as an individual. Our privacy policy can be accessed at www.pwandpartners.co.uk which explains how we use personal data and your rights in relation to your personal data. If you wish not to be contacted in this way again then either contact me using the details provided, or email nocontact@sjp.co.uk

SJP APPROVED 17/11/2023

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