private and confidential financial & investment data plan for mr mrs stanley baldwin an aid to self organisation planning prepared by prestwood software this has been produced illustration purposes only it should be noted that the contents recommendations within such a are entirely at planner s discretion list of chapter number preamble 1 capital assets liabilities 2 cash inflows outflows income tax 3 lifelong flow forecast no catastrophes 4 catastrophe scenario becomes disabled 5 dies prematurely 6 helen 7 8 long term care costs 9 pension 10 11 12 estate 13 details existing policies 14 investments 15 personal 16 introduction reasons why rule f29 authority states where recommendation is made client buy sell or surrender life policy other than single premium must given written explanation adviser believes
