Our Services For Customers

Whichever of our services 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.

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. The Annuity Bureau also provides full advisory services, including advice and brokerage on all retirement products, including Drawdown pensions, investments and care funding strategies.

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

·        Self Select Annuity Service

·        Annuity Broking Service

·        On Retirement Advice Service   (encompasses all retirement options)

·        Equity Release Service

·        Care Funding Service

For a list of costs please refer to the 'Key facts - about the costs of our services' document in the downloads section.