Our Services For Customers

Whichever of our services or service level you choose, you will always benefit from our client focused approach, expertise and dedication. In addition to our experience (which stretches back into 1991), you will benefit from our independence, which means we always act for our clients and can research and use any approved UK product provider (not on all service levels).

Our aim is straightforward: to help our clients maximise the value of their accrued pension funds. At its simplest, this is achieved by us acting on clients’ instructions to research and implement annuity purchases.

What different retirement products are available?

There are a variety of options available to you. The simplest is an Annuity, a financial product designed to provide income in exchange for a capital sum, such as a pension fund. You have the right to purchase your annuity from any provider, not just the one your pension fund is with. This can result in vast differences in the amount of income you'll receive so it pays to look around.

There are alternatives to annuities which can give a greater degree of flexibility but which involve a degree of investment risk. Dependent on your circumstances they could be well worth considering.

The Annuity Bureau offers a choice of six services, each of which is described separately.

·        Self Select Annuity Service

·        Self Select Plus Annuity Service

·        Annuity Broking Service

·      Annuity Broking Plus Service

·        On Retirement Advice Service   (encompasses all retirement options)

·        Care Funding Service

For a list of costs please refer to the ‘Our Services to you' document in the downloads section.