KIRSTY APP - Money Planner

Money planner - personal information

� Passport no. and renewal date

� National insurance no.

� National Health Service no

� Bank

- Name of bank

- Email address of branch

- Online logins and passwords

Section 2

You, your family and money

- Telephone no / email addresses

- Current account no

- Savings / Isa�s account no.

- Other accounts (names and nos.)

� Credit and store cards - for each card

- Name of card

- No

- Relevant website email address for company

- Credit limit

- Dates valid

� Motoring

- Car Insurance - company, policy no., agent or broker, coverage and policy type, any extras or deleted provisions, insured value, renewal date

- Car key nos.: ignition, door, boot, alarm

- Driving licence no. and expiry date

- MOT certificate no

- Road fund licence - expiry date

- MOT test date

- Motoring organization membership - name, no., type of

breakdown provision

� Home/mortgage

- Bank or building society - name, no., type, with or without insurance, type of payment (e.g. banker's order, direct debit,

cheque; and dates)

- Name and email address of branch

- Name of branch manager

- Telephone no. of branch

� Will

- Date

- Where kept

- Names, addresses and telephone nos. of executors and solicitor

� Insurances - House company, policy no., agent or broker, coverage and policy type, any extras or deleted provisions, insured

value, renewal date

- House contents: company, policy no., agent or broker, coverage and policy type, any extras or deleted provisions,

insured value, renewal date

- Health: company, policy no. , agent or broker, coverage and policy type; any extras or deleted provisions, insured value,

renewal date

- Permanent health: company, policy no., agent or broker, coverage and policy type, any extras or deleted provisions, insured value, renewal date

- Life/endowment: company, policy no., agent or broker, coverage and policy type, any extras or deleted provisions,

insured value, renewal date

- Other: company, policy no., agent or broker, coverage and policy type, any extras or deleted provisions, insured value, renewal date

- Pension provisions/insurances/assurances: company, policy no., agent or broker, coverage and policy type, any extras or deleted provisions, insured value, renewal date


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Commitments - To Yourself And Others

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