大綜合GU1 part 1

1、1. Planning-Action planThis part is about the designs of the plan and some peparations in every aspects . It is the structure of the main part and is the guidance of the project with the fundamental time arrangement . Following what this planning has said I will complete the project perfectly and in

2、 time . 1.1 Likely resources to be usedI will use two kinds of information , primary information and secondary information . primary information includes, observations which I will look carefully to the old couples for which options I list they prefered, and also the survey which I organized the que

3、stionaire posted on the back, so it can help me come out some ideas to fit the couples , as well as group disscussion which can encouraged our inspiraton to make a good project .The secondary information comes form Internets of many portal sites of varies banks to make the information in this case c

4、lear for me , books which about finance, newspapers , TV about the fiancial news and some examples of financial plans as well as some case about inheritance which I will get to know the inflation ratio of some saving accounts, many kinds of finance products , some insurrance products provide by the

5、companies , the informations about real estate and nursing home and some ways that earn money that careful savers like and the matter arosed by inheritance tax. 1.2 Strategy for carrying out reportA lot of strategies will be used in the respect in order to generte an appropriate plan.I will carry ou

6、t my plan based on SMART which means Specific that I will make the plan just perfectly fit the couple,Measureable that I will assume the amount of money which they will earn from the report and how much will leave to their grandchilrens so on and so forth,Attainable that I will come out the project

7、which is eassy to realize, Realistic and Time-based that I will not make a 50 years long projects which is not realistic.And the SWOT which means Strengths,Weaknesses about what the couple have in their life,Opportunities and Thearts which based on the information I collect and my evaluation about t

8、he tendenccy of will future financial go up or down ,and the two is the rules of making my project.And I will compare the products provided by the banks, building society,the insurrance and so on to make my finanal report.I will apply the finance analysis obtains the one is statement of income and e

9、xpenditure that will help me analysis my porject,the other is table of assets and liabilities which can make it clear for me and my clients to carry out the project.As well as the the product life cycle which contains five stages: development , introduction , growth, maturity and decline to analysis

10、 the products offered by banks or other finance companies that which stage it in, or other options it self of which stage it in , so the product life cycle can help me find the best product or option just fit the couple. 1.3 How the project will be managedThe structure of this report is that the fir

11、st part is action plan which I will talk about some perparations I do to finish this plan, following the case study report which is the main body of this article , it is the plan about my sericously considerations about this case and at the end I am about to evaluate my project such as where I was w

12、rong and is it easy to do just as the report has writtened. It may take me 18 weeks to do the work from 20/02 to 30/06 which I think is enough to make a perfect plan . I think the meaning of this work is that I need to apply to what I have learnd from the past to help me come out some ideas , and he

13、lp me realize which part I am not good with, it also make a dent in my future job to be a financist .Over the plan may be I will face some difficulties such as I cant conmunicate with my clients very well which made it hard to finish the project and I not quite good at collecting data , or may be th

14、e tendency of future finance is bad so that its tough to achieve my customers wishes1.4 Timescales for projectStagesWeekDataContentPlanningW1-2 20/02-06/03Learn the case and understand it deeply which can through reading several times and writing then main pointsW3-407/03-20/03Review the case , Grou

15、p disscussions to find out the strategies and complete the stage 1DevelopingW521/03-27/03Collect the informations about the area of finance and learn some examples of financial plans to help me perfectly finish the planW628/03-03/04Group disscussions about the details of the case , and ours own thou

16、ghts about carry out the plan W7-8 04/04-17/04Choose the information I need and papare for my report in every aspectsW9-1118/04-08/05Write the report conscientiously and pay attention to every aspects W11-1209/05-22/05Consummate the project by asking my schoolmates to read it and try to figure out s

17、ome wrong ideasEvaluation and conclusionsW13-1423/05-05/06Finish the stage 3 by review the past times I have been through and record the significant processes , so it can help me write this stageW15-16 06/06-19/06Go over the project and have a group disscussions to find out some mistakesW17-1820/06-

18、30/06Correct them and complete the whole project1.5 Sources of informationThe informations I collected from newspapers , Internet , books , TV , questionnair and the obersvation will help me a lot .They can make me know which options I listed the couples liked best through the survey and observation , the pension income of the couple , the inflation rate of these years , which product provided by the banks fit the couple best , the enviroment of the nuring home or some protected accommodations , the inheritance taxes or som