Annuity Broking Service

This service is appropriate if you know that you want an annuity and know what options you want to select. We will act upon your instructions to buy your annuity, and will only provide advice in relation to the selection of a product provider, therefore you will not receive any advice regarding the suitability of the product. We will research the whole market for competitive annuity quotations before providing you with a written report. As with our other services, we will conduct research to find the best deal available for you.

You will need to obtain full policy information from your current pension provider. Once in receipt of your application, we will also take care of ensuring that monies are transferred to get your annuity set up.

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 that will be created as a result of this bespoke service.

Next Level: Annuity Broking Plus Service