Which pension type?

Your pension company

Value of pension fund after tax free cash

Pension amount offered by current pension company per year

Which type of annuity do you require?

Is any guaranteed period required?

If escalating, what rate do you want?

Do you want a single or joint annuity?

Retirement date (dd/mm/yy)

Your personal details

Date of birth (dd/mm/yy)

Sex

Do you smoke?

Number per day

Do you have any health conditions? (please state in comments below)

Spouse or Partner (Joint annuity enquiries)

Date of birth (dd/mm/yy)

Sex

Smoker?

Number per day

Any health conditions?

Approximate gross value of pension fund before tax:

Comments

Title:

First Name:

Last Name:

Address:

Postcode:

Please note it is not always possible to process enquiries based solely on the information contained in this form. Each case is unique and it may be necessary to speak to you to be able to assess your own particular circumstances to help find the most appropriate course of action. Please supply at least one phone number.

Home phone:

Work phone:

Mobile:

When can you be contacted?

 Daytime  Evening  Weekend

Email address:

Terms and Privacy