Details Change Submissions
Details below in order of most recently submitted. If you drag over table below you can copy and paste it into Excel.
| Date | Full Name | Date of Birth | Address | Email Address | Telephone Number | Employment | Marital Status | Number of Dependants | Any Other Personal Details | Income Amount | Expenditure Amount | Retirement Age | Investment Withdrawal Likelihood | Investment Objectives Changed? | Other Changes | Consider Yourself Vulnerable? | View of Risk for Investment Changed? |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 05-11-25 | Sean Watts | 18 April 1965 | 12a Winchester Close | Seandwatts@gmail.com | 07919077131 | Semi retired | Divorced | Possibly | yes | ||||||||
| 03-11-25 | Stephen Rudge | 16/10/1966 | |||||||||||||||
| 30-10-25 | Helen Prout | 30/09/84 | No changes | No changes | |||||||||||||
| 29-10-25 | Joanne Jones | 24/11/1970 | £48,644 | No | No | No | No | ||||||||||
| 29-10-25 | Sean Watts | 18 April 1965 | 12a Winchester Close | Seandwatts@gmail.com | 07919077131 | 0 | |||||||||||
| 26-10-25 | Bryce Check | 10 July 1970 | 3-5 years time | yes | |||||||||||||
| 23-10-25 | Marion O’Brien | 25/06/1966 | Partial retirement expected Jul 26, I plan to reduce to 2 days a week then . however I do not know how long I will continue working for 2 days a week. I do not enjoy it so it will be a case of how long | Yes | No | No | No | ||||||||||
| 23-10-25 | Paul Stirling | 04/06/1965 | Yes June 2026 | ||||||||||||||
| 23-10-25 | Ruth Geraldine Cooper | 31-07-1944 | Widow | Due to the death of my husband Thomas Norman Cooper on September 19th 2025, my financies are in a state of flux. I will be paying out more for things such as utilities, and my income will be changing. Until my affaires get sorted I am unable to answer many of the following questions. | Maybe | No | Maybe | ||||||||||
| 23-10-25 | Heather Benn | 23-April 1968 | 17 Dianmer Close | h.j.benn@gmail.com | 07704349754 | ||||||||||||
| 23-10-25 | Jason Powell | 03/08/1970 | Unemployed, currently. | 0 | I was made redundant in March 2025. Currently, living off my redundancy payout at present, whilst actively looking for a new position. Kirsty is now working part-time. My boys are now over 18, working and contributing to board and lodgings. I'd very much like to speak with someone at Lexington, please, as I have a previous employer's pension that I'd like guidance on potentially transferring into my Transact one. The pension is currently with Creative Pensions Trust, and I have been notified by them that they will be transferring it to Cushon Master Trust. I have until the 9th January to request the transfer, so I would be grateful to speak to you for guidance around this. The current value of the pension is approximately £21,000.00. | £0 | |||||||||||
| 23-10-25 | Ian David Solkin | 17/01/1966 | EX201EA | iansolkin@gmail.com | 07528903437 | Employment will cahnge in Nov 25, to part-time 2 days a week till March 26, and then a monthly retainer. | no | 1 | Employment as above. | 90,000 | no | No, still 60 from Jan 2026, this has become clearer over the last month. | Yes | No | No | No | No |
| 23-10-25 | Ian David Solkin | 17/01/1966 | EX201EA | iansolkin@gmail.com | 07528903437 | No, but from Nov 25 my position will likely become part-time 2 days a week till March 26, after this a monthly retainer. Therefore, accessing my pension will need to be considred. | No change | 1 | Biggest change is to my employments as above. | 90,000 | no | ||||||
| 22-10-25 | Adrian Marsh | 29 June 1975 | |||||||||||||||
| 22-10-25 | Gevert Michiels | 20/03/1974 | More concerned on the US weighting. Need to understand the rationale and whether it’s still the recommended approach | ||||||||||||||
| 22-10-25 | Alexandra Carr Holloway | 24/09/1963 | |||||||||||||||
| 21-10-25 | Christopher Nicholas Glanville | 25/5/1959 | Retired | No | Pension only | £1400 | N/A | Yes | No | No | No | No | |||||
| 20-10-25 | John Pymer | 08/10/1971 | |||||||||||||||
| 20-10-25 | Samantha Mary Check | 06/11/1970 | No | in 3-5 years time | no | no | no | no | |||||||||
| 20-10-25 | Simon | Frost | 99 Marshall Avenue, Bognor Regis, PO21 2TW | s_frost@me.com | 07716253028 | Director - Amplify Creative Marketing | Engaged/Cohabiting | 2 |