- You have a defined contribution pension pot.
- Your pot is at least £5,000 (for a Pension Annuity) or at least £10,000 (for a Fixed Term or Cash-Out Retirement Plan)
- If you're using a Legal & General, Aegon or Sun Life Financial of Canada pension pot to fund your retirement plan you can call us to get a Pension Annuity quote for a smaller amount.
Legal & General: 0800 048 2446. Aegon: 0800 009 3867.
Sun Life Financial of Canada: 0800 316 3062.
- You're aged between 54 years 11 months and 84 years 9 months.
- You're happy to get your quote online or by telephone, not by post.
- If your pension provider offers a Guaranteed Annuity Rate, a Guaranteed Minimum Pension, or any other valuable benefits you may lose these by moving your pension pot from them.
- Always compare what we can offer with what income amounts are available from other providers.
- Your choices may affect your income for the rest of your life and you can’t change your options later.
- We strongly recommend seeking financial guidance or advice.
If you don't tick all the boxes, please call the number below. We may still be able to help you. We may record and monitor calls.
0800 048 2446
The Government’s impartial retirement guidance will help you avoid the risks and think about what’s right for you.
Speak with us
Our colleagues in Cardiff are always happy to help with your questions or to help you apply for a quote.
0800 048 2446
Monday to Friday
9am to 5pm
We may record and monitor calls.