Step 1: You complete the review request form below.
Step 2: This will be handed to a Professional Independent Adviser to complete the review on your behalf. They may need to get further information from you to complete the report in full as well as your authority to talk with your With-Profits company.
Step 3: You will receive an in-depth report from the Independent Adviser once they have collated all the information, explaining possible future actions that you may want to take.
(All items marked * must be completed to ensure a successful submission of your review request).
How many plans do you have
Plan 1
Plan Type*
Please select an item.
Name of Insurance Company*
Please select an item.
What Year was your plan taken out?
Invalid format.Minimum number of characters not met.Exceeded maximum number of characters.
Did you pay a lump sum when you took the plan out?
If yes, how much?
If yes, do you take income from the plan each year?
Do you pay into your plan regularly?
If yes, is it monthly or yearly?
If yes, how much?
Current approximate value of plan?
To many numbersInvalid format, please use no characters or spaces e.g. 1300.This field is required.
Plan 2
Plan Type
Name of Insurance Company
Year that the Plan was taken out?
Did you pay in a Lump sum when the plan was take out?
If yes, how much?
If yes, do you take income from the plan each year?
Do you pay into your plan regularly?
If yes, do you pay in Monthly or Yearly?
If yes, how much?
Current approximate value of plan?
Plan 3
Plan Type
Name of Insurance Company
Year that the Plan was taken out?
Did you pay in a Lump sum when the plan was taken out?
If yes, how much?
If yes, do you take income from the plan each year?
Do you pay into you plan regularly?
If yes, do you pay in Monthly or Yearly?
If yes, how much?
Current approximate value of plan?
Personal Information
Your Full Name*
Your Name is required.
Your Age*
Your Age is required.Minimum number of characters not met.Exceeded maximum number of characters.Invalid format.
Address*
Your Address is required.
Town / City*
Iformation missing!
Postcode*
Your Postcode is required.
Contact Number*
Your contact number is requiredCharacters or spaces are not allowed.
When would you like to recieve a call from an IFA*
Please select an item.
e-mail Address*
Your e-mail is required.Invalid format.
Confirm e-mail*
Please confirm email.The emails don't match.
Additional Information
Your Information is important to us, with this in mind; we will not pass on any of your details to any third party organisations and will conform to the data Protection Act of 1998. All information that is sent to us is done so in a safe and secure manner. The information is stored on UK based servers utilising modern encryption methods.
The information on this website is to be viewed as general information and does not constitute advice. Views and opinions expressed are those of the individual contributors. Individuals reading the site should not rely on any of the information contained within the site in making any decisions. DMP Marketing cannot be held responsible for any liability suffered by any individual as a result of information contained within the site. In the event that advice or help is required then independent advice should be sought from a regulated independent adviser.
