The Savings section of the fact find records each applicant's total savings and their plans for maintaining an emergency fund. It sits within the Your Finances section of the fact find.
Fields in the Savings section
Emergency Fund -- The total amount of savings your client currently holds as an emergency fund. This is entered as a currency value.
Emergency Plan -- A description of your client's plan for maintaining an emergency fund, such as how they intend to save or replenish it.
How to complete the Savings section
Open the relevant case.
In the left-hand navigation bar, click Savings (listed under the Your Finances group).
For each applicant on the case, fill in the Emergency Fund amount and Emergency Plan details.
Click Save at the bottom of the form to save your changes.
Joint applications
For cases with multiple applicants, the Savings section displays a separate form for each applicant. Use the applicant tabs to switch between them and complete each one individually.
Client portal
Clients can also fill in the Savings section via the client portal if it is enabled in your firm's Default Client Portal Sections settings.