“I would like you to know how much I appreciated your help in the purchase of my annuity. I was impressed by the courteous and patient way in which you answered my manifold questions. I also particularly liked the efficiency you showed in keeping me informed on a very regular basis of all the complex steps carried out over a fair period of time, during the establishment of this annuity.”

WKM, Staffordshire

“Enclosed is  a small token of our appreciation of all the help and work you have undertaken on our behalf. Many thanks.”

M. Aris, Southam

“Thank you for your letter of 9th January enclosing the policy for my mother’s ‘Immediate Care Plan’. I have checked the documents which appear to be in order, and will of course show them to my mother.

Thank you for your help in arranging the Care Plan, and for getting it instated so promptly. Knowing that her Care Home funding is in place has given my mother considerable peace of mind”

Mr T (East Sussex)

 “May I take this opportunity to thank you for your assistance in this matter and compliment you on the efficient manner it has been dealt with.”

A Gunner (Surrey)

“I am writing to praise the attitude, work and performance of one of your colleagues. Throughout this debacle – there is no other word for it – she behaved with the highest professionalism, kept calm and didn’t let the ceding scheme off the hook for a moment, she documented everything, she managed to persuade the new provider to extend the timeframe of their quoted rates, and she always kept me informed, regularly and promptly, about what was going on. In the situation she could quite reasonably have occasionally let off steam, but apart from expressing mild frustration, she never lost her professional poise. I am full of admiration for her behaviour and her work. She does herself, and The Annuity Bureau, great credit.”

G May (Bath)

“Thank you for the policy document. I can confirm that I have been very happy with the service provided. It is rare nowadays that one experiences such a combination of efficiency, friendliness and individual attention. During what has been a stressful period for Colin and for myself, knowing that the annuity arrangements were being dealt with efficiently has made things much easier. Thank you also for making me aware that attendance allowance would not be payable immediately due to Colin having lived abroad; this would otherwise have come as a nasty shock. Very many thanks from Colin and myself.”

J Moon (Hampshire)