UK Pension Annuities : Tax free cash  
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Tax free cash

UK pension annuities

The UK Inland Revenue rules allow you to take a certain amount of tax-free cash from your pension fund. This can be up to 25% of the total value of the fund.

Why would you want to have tax-free cash? Well apart from the obvious reason of having some money to clear debts, or purchase special items, or for that holiday of a lifetime, you might want to invest it in an annuity.

The reasoning behind this is that there are different tax rules for income gained from a purchased life annuity (one you would buy with the tax-free cash) and a normal annuity (bought with the balance of your pension). This can result in increased income from the same amount of pension funds.

To find out if tax free cash would best suit your needs, or if you already know what you need, complete the free, no obligation annuity quote form below . Our financial advisers will look at the current annuities marketplace and provide comparisons specific to your needs and requirements.

It is easy to enquire about pension annuities. All you need to do is complete the simple form below.

Due to the flexibility of the annuity policies financial advisers can offer we cannot provide online quotations. A financial adviser will contact you to discuss your exact requirements and formulate a tailored annuity proposal for your circumstances.

Please Complete the Free No-Obligation Annuity Enquiry

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:

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