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Get more from your Pension Savings
When you take the benefits from your pension savings the most common option is to get an income for the rest of your life which is called an Annuity.
The annuity rates quoted by your pension providers often falls short of the best rates available in the market place - you could get up to 40% more income if you shop around which is the service we offer.
Financial advice without obligation
Your pension provider is unlikely to give you any help or advice and they will only provide information about traditional annuities so you may be missing out on something more suitable for your needs. Sound financial advice in respect of all annuity types is available through this site; discuss your needs with a professional annuity adviser without obligation.
Help and advice arranging an annuity
Once we have identified the best annuity for your individual needs we can decide which options should be selected in order to provide you and, if applicable, your partner with the benefits that will provide the best value.
We will help you with your annuity application and provide a seamless transition of the transfer of funds from pension provider to annuity provider. Along the way we will keep you informed at all stages. Furthermore, we will provide you with documentation of how and why we made a particular recommendation.
Finally, should you require our services for other financial matters, for example investments, inheritance tax planning, Equity Release schemes (Lifetime mortgages) or life assurance our wealth of financial knowledge is available to you at your discretion.
Thank you for visiting our website, please be in touch should you require any assitance, all enquiries are welcome and advice will be provided without obligation.
Discover how you
can get up to 40%
more income |
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Annuity Guide
We would be pleased to send you a copy of the FSA's " Money Made Clear" Retirement Guide
Order Guide |
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01264 332334
