Document library

Pension Annuity Application Form

pdf (1.03 MB)

S410

05 Apr 2024

Fixed Term Retirement Plan Key Features

pdf (2.54 MB)

Q0050899

05 Apr 2024

Cash-Out Retirement Plan Product Summary

pdf (638.41 KB)

Q0051397

11 Jul 2024

Pension Annuity Underwriting Guide

pdf (2.13 MB)

Q0058034

15 Jul 2024

Cash-Out Retirement Plan case study - Peace of mind paying off the mortgage

pdf (832.57 KB)

Q0058696

10 Jul 2024

Pension Annuity Key Features

pdf (1.63 MB)

W12325

05 Apr 2024

Pension Annuity Product Summary

pdf (1.01 MB)

Q0059835

11 Jul 2024

Personal details and declaration

pdf (277.61 KB)

Q0052240

16 Nov 2023

Cash-Out Retirement Plan Consumer Duty Fair Value Report

pdf (127.3 KB)

DA1793

10 Jul 2024

Facilitated Adviser Charges

pdf (81.3 KB)

DA1402

27 Jun 2023

Fixed Term Retirement Plan Application Form

pdf (632.9 KB)

Q0050901

05 Apr 2024

Fixed Term Retirement Plan case study - A solution with low exposure to risk

pdf (829.67 KB)

Q0058667

10 Jul 2024

Fixed Term Retirement Plan Sales Aid

pdf (265.29 KB)

Q0057811

10 Jul 2024

Pension Annuity Consumer Duty Fair Value Report

pdf (126.39 KB)

DA1791

10 Jul 2024

Care Fees Plan Questionnaire

pdf (1.16 MB)

19 Jun 2023

Cash-Out Retirement Plan Sales Aid

pdf (231 KB)

Q0057812

10 Jul 2024

Care Provider Declaration

pdf (214.3 KB)

DA869

07 Oct 2024

Cash-Out Retirement Plan Adviser Guide

pdf (973.75 KB)

Q0050907

05 Feb 2024

Cash-Out Retirement Plan Application Form

pdf (1019.6 KB)

Q0050897

05 Apr 2024

Cash-Out Retirement Plan case study - Managing the income tax paid when taking cash

pdf (806.06 KB)

Q0058698

10 Jul 2024