Key issues about you
We know from many years of experience that there is a tendency for you to have a pre-conception about what you need e.g. an inflation-linked annuity, or income drawdown (now technically "unsecured pension" or USP). This might be because you have read a compelling piece in the national press, or perhaps an adviser is also promoting one product or another.
This being such an important decision, we would strongly counsel that you take a little time to review your circumstances and objectives, before you consider any products.
Your circumstances may (probably will) change in the years ahead, and, as far as possible, you need to anticipate obvious changes. This is particularly the case if you might buy an annuity, as usually you can’t change your annuity once you have bought it.
The three subsections here will help with this process:
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