HND大综合PLANNING1.doc

PAGE 1 Content 1 Planning-Action Plan 1.1 introduction1 1.2 Likely resources to be used 2 1.3 Strategy for carrying out report3 1.4 How the project will be managed 4 1.5 Timescales for project8 1.6Sources of information9 2 Developing-Case Study Report 2.1 introduction11 2.2 Savings12 2.3 Lending19 2.4 Protection24 2.5 Tax implication33 2.6 Justification for selections 34 3 Evaluation 3.1 Criteria for evaluation35 3.2Changes made during project compared to original action plan--36 3.3Effectiveness of process 37 3.4 Conclusions 38 References39 1.1 introduction This is a report about the customers to choose the financial products like savings,borrowing and personal insurance needs who are busy and located in bourgeoisie.I am an Investment Services Manager with the Cadogan Bank plc.Now i have a client which is a couple ,Alexander and his wife Janet. This couple has three children, Adam,Sheila and Carina,which the two older children attend school.The family has a large six-bedroom in an expensive part of town. But Alexander gets into trouble in his financial affairs,he found that he repay the mortgage and this family has recently decided to build their home. He is too busy to look after his financial affairs. Thus , he need me to help to receive the best returns on his saving,or the best protection for his family and income. 1.2 Likely resources to be used There are two kinds of researches which i will use,primary research and secondary research. First is the primary research, this type of resource is means created from the text,physical and verbal information,written by the parties according to the information experienced by contemporaries or people from that closer era to a record of information,it is more direct evidence,such as interview,telephone survey,internet survey,questionnaire and mail survey,and this type of resource is my main data resource because its liability.I will get a in-depth interviews with the couple to know their situation,tho