Factfind Sections
There are various sections you can select to make up your bespoke Factfind. More information on Factfinds can be found here
When you send a factfind request, the client will receive a branded email to the primary email address on their record, along with a notification in their client portal.
Clicking on view brings up the factfind introduction page inviting them to start completing the factfind, and offers the option to add any other participants too.
These are all the available sections within a factfind, if you select every single block in your factfind schema.
These sections, and the lifestyle stages, are customisable in the Settings area of your Plannr site
When you send a factfind request, the client will receive a branded email to the primary email address on their record, along with a notification in their client portal.
Clicking on view brings up the factfind introduction page inviting them to start completing the factfind, and offers the option to add any other participants too.
These are all the available sections within a factfind, if you select every single block in your factfind schema.
Let's take a look at them one by one.
2. Personal Details:
3. Income and Employment:
4. Expenses:
These sections, and the lifestyle stages, are customisable in the Settings area of your Plannr site
5. Goals:
6. Health:
7. Estate:
8. State Pension:
9. Fixed Assets:
10. Investments and Plans:
11. Liabilities:
12. Protection and Insurance:
11. Summary:
Updated on: 06/03/2025
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