HND 大二 金融,大综合 第一部分22.doc

Communication: Analyzing and Presenting Complex Communication DE3N 34 Outcome 1 Candidate Name: Fan Juntian Grade and Class: F2 Table of Contents I. Planning--Action Plan 1.1 Likely resources to be used 1 1.2 Strategy for carrying out report 1 1.3 How the project will be managed 1.4 Timescales for project 1.5 Sources of information Ⅱ. Developing—Case Study Report 2.1 Key factors in case study 2.2 Likely financial needs of the clients 2.2.1 Saving 2.2.2 Mortgage needs 2.2.3 Protection needs 2.3 Suggestions for improvements 2.4 Likely providers and Relevant product and services 2.5 Benefit-needs analysis 2.6 Comparison among providers 2.7 Effect on tax position 2.8 Justification for selections Ⅲ. Evolution 3.1 Criteria for Evaluation 3.2 Change made during project compared to original action plan 3.3 Effectiveness of process I. Planning--Action Plan 1.1 Likely resources to be used http://www.rbs.co.uk/ http: //www.cbonline.co.uk/ / / / / / 1.2 Strategy for carrying out report British average annual wage of ￡ 5500 a year, Flynns ￡ 42 million belonging to high income success in the UK, but in Alexanders third son, ready to go to school, the other son of a tuition fee of ￡ 3,000 plus three son, ￡ 9000 per year tuition fees, the family spent more and more high.For this family, Flynn, bought a ￡ 1.25 million home in the UK, is a very luxurious house, so there is ￡ 450000, the outstanding housing loans, but Flynn is also preparing to expand their homes. ￡ 300,000 financial burden, in some respects, it will be too much trouble. Not long ago, the insurance company informed Mr. Flynn, to reduce his investment income, from another perspective, the monthly household spending will become a little more, because the profits earned, spend too much change, so it is worth I suggest Bank some of the ways of the fixed-rate time deposits, interest rates, reducing Flynn, economic pressure, which may also need toMr. Flynn s wife and most of the British, but Flynn, the