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Enquiry Form
Please complete this form as accurately as you can.
Fields marked with "*" are required fields.
Personal Details
Title :
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Mr
Mrs
Ms
Dr
Prof
Rev
Sir
Lady
Rt Hon
First name
*
:
Surname
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:
Address
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:
Town
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:
County :
Postal code
*
:
Day time telephone number
*
:
Home
Work
Email
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:
Employer Information
Employer name :
Age & Health Details
*
You
Spouse/Partner
Date of birth :
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Age :
Sex :
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Female
Male
Select
Female
Male
Smoker :
Non-smoker
Occasional
> 10 per day
Non-smoker
Occasional
> 10 per day
Health issues :
None
Mild
Significant
None
Mild
Significant
Click here to view Health Questionnaire
Target retirement date
*
day
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Month
Pension Funds
*
Type of Pension
Insurance Company
Fund Size
Personal
Stakeholder
Company
Personal
Stakeholder
Company
Personal
Stakeholder
Company
Personal
Stakeholder
Company
Total Funds :
Would you like to take a tax free lump sum? :
Yes
No
Already Taken
General
How did you find us? :
Employer
Personal Recommendation
Internet
Other
I would like independent advice
to understand my options :
Yes
No
Data Protection Act
By submitting this form you are consenting to your information being passed to Goddard Perry Consulting Limited. We will not pass this information to a third party without your consent.
I am happy that you make contact to obtain further information :
I accept your terms of business as detailed in your document which can be accessed from the link below :
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Please take time to look at our terms of business
or
or
Email us at
enquries@retirementcounsellor.com
Goddard Perry Consulting Limited (GPC), registered in England no. 1635689
Corinthian House, 17 Lansdowne Road, Croydon, Surrey, CR0 2BX
All rights reserved © 2011 - 2013
GPC is authorised and regulated by the Financial Conduct Authority.
FCA Register number is 125376.
Initial Disclosure Document