EXAMPLE CLIENT - Pension
| Product Type | Personal Pension |
|---|---|
| AVC |
|
| Provider | Legal & General |
| Policy Number | 5215984 |
| Policy Holder Terms | S(MR) |
| Retirement Age | 65 |
| Start Date | 21/08/1986 |
| Death In Service Benefits | |
| Beneficiary | 1/2 pension to wife |
| Risk Level | 4 |
| Personal Contribution | 200 |
| Employers Contribution | |
| Frequency | Monthly |
| Lump Sum Contributions | 0 |
| Notes | No company pension scheme available for client, confirmed at last review. |
| Paid Up Plan |
|
