Enhanced fact find: Death, incapacity & retirement

[david.mann]

Death, incapacity & retirement

This screen records high level details of a client’s protection / retirement needs.  It is designed to capture details before detailed needs analysis / retirement planning is conducted.

Field label	Field ID (e.g. Xmerge syntax)
Lump sum needed in event of your death	on_death_lump_sum
Annual income needed in event of your death	on_death_annual_income
Lump sum needed if you were disabled, sick or made redundant	on_disability_lump_sum
Annual income needed if you were disabled, sick or made redundant	on_disability_annual_income
Lump sum needed to retire	on_retirement_lump_sum
Annual income needed to retire	on_retirement_annual_income

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