They have an annual income of a minimum of £100k from sources other than their pension or they own assets in excess of £250k which excludes the value of their pension pot and their home.
A or B apply to you.
In the last financial year did you have:
A) an annual income of £100,000 or more? Income does NOT include any one off pension withdrawals.
If yes, please specify your income (as defined above) to the nearest
£10,000 in the last financial year _____________
B) net assets of £250,000 or more? Net assets do NOT include: your home
(primary residence), your pension (or any pension withdrawals) or any rights
under qualifying contracts of insurance.
nearest £100,000 in the last financial year _____________
C) None of these apply to me.