- After discussing your requirements, we can help examine and explain further the options set out by your provider and identify the extent to which they meet your needs.
- Help clarify the jargon! Just what does “monthly in arrear guaranteed 5 years without proportion” mean?
- Are there any Guaranteed Annuity Rates provided in your options, and what is their value to you?
- Can you obtain a better pension by using your Open Market Option?
- Search for better pension annuity rates for you among all providers in the market.
- Help identify the best options.
- Offer advice on Guaranteed Non-Profit Annuities, With-Profit and Unit Linked Annuities, Unsecured (Drawdown) Pensions.
- Advice on “Impaired Life” and “Lifestyle” annuities.
- Help with the paperwork!
|