Do you have any questions about how the Retail Distribution Review will affect annuities? We've put together a Here For You document to help provide you with some answers.
New business process and review
Where possible, we process cases through the industry wide 'Options' system. This system has helped reduce our average transfer times by around 70% since 2009.
To speak to us about an annuity in payment call 01737 375 151. Monday to Friday, 9am to 5pm.
Your clients can plan for their future knowing what their income will be each year and in the certainty that it will never fall.
Five common lifestyle health risks that could qualify your clients for extra income for life; Smoking, weight (BMI), high cholesterol, high blood pressure and Type 2 diabetes.
Your clients could qualify for even bigger uplifts if they have developed more serious medical conditions. Potentially qualifying conditions