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Pension Annuity (Owner of policy? (radio buttons or input range buttons)…
Pension Annuity
Owner of policy? (radio buttons or input range buttons)
Scheme
#
Trust
Investor (default)
Other
Was advice given?
YES?
NO? (default)
Was Pension Guidance Sought?
YES?
No? (default)
Has the investor opted out of an Employer Occupational Scheme or Group SIPP?
NO? (default)
YES?
Do previous Benefit Calculation Events need to be captured?
YES?
NO? (default)
Does the client have any form of Protection?
YES
NO? (default)
Do you want to create the investor account and a default investment with entering further details?
YES?
NO?
Do you want to set up an accumulation account for future IVP transfers?
YES?
NO? (default)
Is the annuity purchased by scheme?
YES?
Scheme Field (typeahead)
NO?