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Claire Fraser & Tom Fraser

Meeting with Claire and Tom

14 Oct

Recording 12:08PauseStop

Your notesTranscript liveSummary

3 speakers · Live transcript

Priya Shah · Adviser

Has anything changed with work since we last spoke?

Speaker 2 · Not yet identified

Still full time. But I’d like to stop at sixty-two.

Speaker 3 · Not yet identified

And I got the pay rise in April, so it’s sixty-four now.

3 proposed facts from Annual reviewReview proposed facts

Income

Claire Fraser

Employer: Eversley Engineering
Job title: Operations director
Gross annual salary: £64,000 a year
Annual bonus: £5,000 a year
Other income: None

Tom Fraser

Employer: Kingston Council
Job title: Building surveyor
Gross annual salary: £41,500 a year
Rental income: £6,000 a year
Other income: Not asked yet

Draft for review

Your retirement plans

Dear Claire and Tom,

Thank you for meeting with me on 14 October. This letter records the plans we discussed and the information we will use for your pension review.

Your plans

We discussed stopping work at sixty-two. We still need to confirm whose retirement plan this applies to.

Your current position

Claire’s recorded annual salary is £64,000, with a bonus of about £5,000. The meeting mentions a pay rise. The speaker and amount still need review.

We will review the current terms of your pensions before completing the recommendation.

Kind regards,
Priya Shah
Calder & Wren

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Claire Fraser & Tom Fraser · Fact find3 proposed

Income · Claire Fraser

Employer: Eversley Engineering
Job title: Operations director
Gross annual salary: Proposed · £64,000 a year

Source · Annual review, 14 October

“And I got the pay rise in April, so it’s sixty-four now.”

We do not know who said this yet. Check the person and the amount.

Name the personChange the amount

Annual bonus: £5,000 a year
Other income: None

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Calder & Wren Financial PlanningPrivate and confidential

Suitability report: your retirement plans

Dear Claire and Tom,

Thank you for our meeting on 14 October. This report sets out what you told me, where you are now, and my advice.

What you want

One of you would like to stop work at 62. We need to check which of you said this.

Where you are now

Claire earns £64,000 a year before tax, after her pay rise in April.

My advice Priya writes this when we know who wants to stop at 62, and have both pension statements.

Yours sincerely,
Priya Shah
Chartered Financial Planner, Calder & Wren

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Ask ChunkbaseClaire Fraser & Tom Fraser

What do I need to check from this meeting?

Two people are not named yet. Check who wants to stop at sixty-two, and who got the pay rise. Then check the facts.

Annual review, 14 OctoberFact find · Income

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I started the letter. It shows what is still missing. Nothing is ready to send.

Recommendation letter · Draft

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