We offer services and advice covering the following areas:

Pensions

Retirement Annuity
Trust Schemes

Savings

Investments

Life Assurance

Critical Illness Cover

Income Protection

Business Protection

Employee Benefits

What Pension benefits do I already have?

Many of us have Pension Benefits that we have long forgotten and believe to be lost.

This short questionnaire has been designed to help assess whether you have any pension funds or benefits available to you.

Have you ever worked in UK, Guernsey or Jersey? Yes No
Have you ever been a member of any
company pension scheme?		 Yes No
Are you currently paying into a Personal Pension Plan? Yes No
Do you know how much income you will
receive when you retire?		 Yes No
Are you confident that your current
arrangements will provide you with sufficient
income in retirement?		 Yes No

One of our pension advisors will contact you to discuss the potential of any existing plans and how they could be put to better use for your future.

Henley Financial 31 Broad Street, St Helier, Jersey, JE2 3RR
Tel: +44( 0) 1534 789830 Fax: +44(0) 1534 721302
info@henleyfinancial.je

Henley Offshore Financial Services Ltd, trading as The Mortgage Shop and Henley Financial, is regulated in the conduct of investment business by the Jersey Financial Services Commission.