Annuity Advice Service

In addition to the Self Select Annuity Service, you will benefit from:

Research of your existing pensions:

We will request and collate all the information needed from your existing pension provider(s). This saves you from requesting, and as is often necessary, chasing, your existing pension provider for information. More importantly, it also means that we can ensure valuations and any benefit rules or options are accurately provided and interpreted.

This means we can advise on aspects that may be to your advantage. For example, we may identify that a change in pension regime type is possible, which could give you a higher tax-free lump sum and or income.

By researching your existing pensions, as well as the current market rates for conventional annuities, we will also advise you if you have access to a guaranteed annuity rate (GAR). GARs often provide a much higher income than current annuity rates.

Advice on conventional annuity optional benefits

Your Annuity Bureau Consultant will help you decide which options to include, such as the provision and level of a partners pension. This personal service will help to ensure you buy only those options of value to you and your family.

Regular Updates

This is a personal service, where your needs will be dealt with by one Consultant from start to finish. You will benefit from the rapport this creates and the regular updates provided (we will do all the legwork, including chasing product providers), meaning that you will always know the state of play.

Next Level: Full Advice Service