Document library

Pension Annuity Application Form

pdf (508.82 KB)

S410

Pension Annuity Key Features

pdf (1.79 MB)

W12325

Pension Annuity Product Summary

pdf (1.01 MB)

Q0059835

Pension Annuity Consumer Duty Fair Value Report

pdf (101.39 KB)

DA1791

Pension Annuity Terms and Conditions

pdf (1.16 MB)

S430

Fixed Term Retirement Plan Key Features

pdf (3.74 MB)

Q0050899

Personal details and declaration

pdf (277.61 KB)

Q0052240

Pension Annuity Underwriting Guide

pdf (1.89 MB)

Q0058034

Pension Annuity Medical Consent Form

pdf (74.35 KB)

Q0043345

Fixed Term Retirement Plan Application Form

pdf (722.72 KB)

Q0050901

Fixed Term Retirement Plan Adviser Guide

pdf (1.3 MB)

Q0050910

Fixed Term Retirement Plan Sales Aid

pdf (265.29 KB)

Q0057811

Thematic Review Best Practice Checklist

pdf (745.35 KB)

DA2109

Cash-Out Retirement Plan Application Form

pdf (716.17 KB)

Q0050897

Cash-Out Retirement Plan Product Summary

pdf (638.41 KB)

Q0051397

Facilitated Adviser Charges

pdf (81.3 KB)

DA1402

Lifetime Care Plan Key Features

pdf (751.6 KB)

Q0057792

Cash-Out Retirement Plan Key Features

pdf (2.96 MB)

Q0050894

Cash-Out Retirement Plan Adviser Guide

pdf (1.48 MB)

Q0050907

Fixed Term Retirement Plan Product Summary

pdf (718.93 KB)

Q0051396