What do you want from us?

By this stage you will probably have decided that you wish to do one of three things, and in each case we can help you:

OPTION 1: BEST ANNUITY QUOTATION & PROCESSING

In this case you have a good idea of the annuity you require, and your pension fund value, after tax-free cash, is at least £50,000. For enchanced or impaired cases it can be lower, so please check with us first.

OPTION 2: REVIEW AND REPORT ON ANNUITY CHOICES

You want a conventional or with profits annuity, but would like a review and report, taking into account your objective and all of your circumstances. For this tailored service there is a fee of £95. We will gather all of the necessary information from your existing pension fund provider. If you decide to proceed with annuity purchase through ourselves this fee will be refunded.

OPTION 3: REVIEW AND REPORT ON THE FULL RANGE OF RETIREMENT INCOME CHOICES

You have a large pension (probably in excess of £200,000), you need a review and report on the range of options: annuities, phased retirement and income drawdown, taking into account your objectives and all of your circumstances. For this tailored service the fee is £195. If you decide to proceed with the product purchase through ourselves this fee will be refunded.

If you still aren't quite sure what you would like to do next, get in touch with an outline of your objectives, and we'll see how we can help you

Thanks for your e-mail news letter. Always a joy to recieve. Informative and thought provoking....
[read more]