joanne jackson – 1983-05-14

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Client Details

Client's Email Address: jonne.jackson@hcacademytrust.education
Client's Telephone Number: 07894556201
Where did the client hear about us?: Your place of work
Where did you hear about us, other?: Ward Green Primary School
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Personal (step 1)

What are your questions or concerns about your financial future?
Do you have any dreams for the future which you might need to plan for?:
We are looking at getting a mortgage in the future after building on our credit scores
What is your first name?: joanne
What is your surname?: jackson
What is your date of birth?: 14/05/1983
Do you have a partner?: yes
What is your partner's first name?: mark
What is your partner's surname?: jackson
What is your partner's date of birth?: 01/02/1980
Do you have any financial dependants?: yes
Type Name DOB
child Isabella Jackson 10/12/2007
child Toby Jackson 27/01/2011

Assets & Liabilities (step 2)

Do you have any savings or investments?: no
Do you have a partner?: yes
Does your partner have any savings or investments?: no
At what age would you like to retire?: 65
Do you have any pensions savings other than your current employer scheme?: no
At what age would your partner like to retire?: 65
Does your partner have any pensions savings other than their current employer scheme?: no
Do you own your own home?: no
Do you have any other mortgages?: no
Do you have any loans, including credit cards or car finance?: yes
Amount Time Remaining Monthly Repayment Interest Rate Type
1000 1 60 30.2
Do you have any protection policies other than the provision provided by your employer (if applicable)?: no

Income (step 3)

Which of the following do you have?: employment
What is your annual salary?: 25000
How many months would you continue to be paid by your employer in the event of accident or sickness?: 6
Would this be full or reduced pay?: full
What Death in Service benefits do you have as a multiple of salary?: 1x
Are you a member of your company pension scheme?: yes
Which type of company pension do you have?: dc
What is the value of your company pension pot?: 25000
What percentage of your salary are you contributing on a monthly basis?: 10
What percentage of your salary is your employer contributing on a monthly basis?: 10
Do you have a partner?: yes
Which of the following does your partner have?: employment
What is your partner's annual salary?: 27000
How many months would your partner continue to be paid by their employer in the event of accident or sickness?: 6
Would this be full or reduced pay?: full
What Death in Service benefits does your partner have as a multiple of salary?: 0x
Is your partner a member of a company pension scheme?: yes
Which type of company pension does your partner have?: db
Expected retirement benefit - lump sum: 25000
Expected retirement benefit - annual income: 25000
Do you have any other sources of income?: no

Expenditure (step 4)

Do you have a partner?: yes

Fact Find Steps

Current Step: 3
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Current code: HCAT

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