Page 15 - 2020 PSK Portfolio - Client Name

$<:=currency($clie
Total annual expenses nt.total_expense.v
alue):>

$<:if
$client.net_cashflo
w.value < 0:>
-
$<:=currency(abs($
Annual surplus client.net_cashflow
.value)):>
<:else:>
$<:=$client.net_cas
hflow:>
<:end:>

<:end:>

Do you expect any changes to
your income or expenses in
the near future (ongoing or
one-off)?

Employment

Employment details
Have there been any changes in your employment?  Yes  No

<:=$client.first_name:> <:=$partner.first_name:>
Occupation <:=$client.jobtitle:> <:=$partner.jobtitle:>
Employer <:=$client.employer:> <:=$partner.employer:>
Delete box if retied
Employment type <:=$client.emp_status:> <:=$partner.emp_status:>
Delete box if retired
Planned age to retire <:=datediff($client.retire_date, <:=datediff($partner.retire_dat
$client.dob).years:> e, $partner.dob).years:>

Delete box if retired
Do you expect any changes to Delete box if retired
your employment
arrangements?

Income Delete box if retired