Serving people aged 50 and over

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* Title :

* First Name :

* Surname :

* House name :

* Postcode :

* Address Line 1 :

Address Line 2 :

* Town :

* County :

* Postcode :

* Preferred telephone number for us to contact you on :

Personal telephone number :

Mobile telephone number :

Business telephone number :

* What is the best time to call?

* Email address :

* Date of birth :

Do you have your own financial adviser?

Yes No

What type of financial advice are you looking for?

I want to build capital

I want to generate income

I'm planning for retirement

I want to mitigate inheritance tax

I want to review my portfolio

I'm looking for family protection

I want financial planning for my business

Other - Please Specify


How much are you planning to invest?
How long can you commit the money to be invested for?
Are you concerned about investment risk?	Yes No

Do you have a lump sum that you would like to invest to generate an income?

Yes No

Do you have any existing arrangements?

Yes No

What type of investments do you currently have?

What do you require income for?

When are you planning to retire?

What retirement provision do you have?

What is the combined value of your retirement provision?


What is the total value of your estate (i.e. including all property, savings, investments)?
What is the value of the 'cash' assets held in your estate?
Do you have a Will?	Yes No

What financial arrangements do you currently have?

What is the total value of your portfolio?

Why do you want to review your portfolio now?


Are you searching for a life assurance policy that will cover your liabilities?	Yes No
Do you want to protect your income?	Yes No
Are you looking for a policy to protect your family if something unexpected happens?	Yes No


Are you considering protection for your business?	Yes No
Do you require a corporate pension scheme?	Yes No
Do you require a financial adviser for your company or employees?	Yes No

Please tick the box to indicate that you have read the data protection document:

I have read and understood the data protection document

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If you would like us to contact you for an initial assessment fill in the online form.

Alternatively you can call us between 9:00am and 5.30pm on 0800 015 3257 stating reference IF166.

The way we work

Planning for Retirement?

Try our new My plan calculator to see if you're saving enough.

Saga's full range of Savings and Investment products and information:

Important information: