文档介绍：Group Award Graded Unit 1
Table of contents
1. Introduction 3
2. Action plan 3
Strategy and management of the project 3
Resources and documentation 3
Timescale 4
3 Case study report 5
Key factors 5
Key financial needs of the customers 5
Criteria for making decisions 6
Saving products 6
Individual Savings Account (ISA) 6
Term deposits 7
Fixed Interest Savings Certificates (FISCs) 7
Index-linked Savings Certificates (ILSCs) 7
Children’s Bonus Bonds 8
Individual protection needs 8
Permanent Health Insurance (PHI) 8
Term assurance 8
Critical Illness Cover (CIC) 8
Property insurance 9
Mortgage needs 9
Capital and interest mortgage 9
Providers and services 10
Cash ISA 10
Term deposits 11
Children’s Bonus Bonds 11
Long term e protection (PHI) 12
Term life assurance 12
Critical illness cover 13
Property insurance 14
Capital and interest mortgage 15
4. Evaluation report 16
Criteria for evaluation 16
The variance of the researching methods used in actual process and action plan 16
The differences between actual process and original proposals 16
The methods that how to deal with the arising problems 17
The effectiveness of the decision-making process 17
5 Conclusion 17
6. Reference 1