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Step by Step Guide to Buying an Annuity We like to do things the right way. Check out our proven process below!

The Process - click the step to found out more

Find Out What You Already Have

By a very simple phone call

Find out what you have available to buy your annuity by contacting your existing pension provider(s) to check the value of the funds, and what they will offer you as an income.

As a free service we can help do this for you and also find out if there are any nasty transfer penalties that may affect the fund.

Simply call us free on 0800 6899 335 and one of our Annuity Specialists will be able to help find out your fund value at no cost.

 

Consider Your Options

You have a variety of options.

Think about what options you would like from your annuity like tax free cash, income options and death benefits.

See how these options can have an impact on income.

See below how certain options affect the income from an annuity.

list item Single/Joint Annuity

list item Guaranteed Period

list item Escalation Rate

list item How the Annuity is Paid

 

Get Quotes

We quote from every provider in the market

Through our vast experience in the annuity market we will ensure that you receive the highest possible quote from every company in the annuity market place.

Our website links live to the annuity providers to give you the very best accurate and up to date quote.

 

Take Advice

You only get one chance at purchasing the right annuity, ensure you take advice

Trust Pilot Reviews

Our Experts will help you decide which options are the best for you and when you’re happy to proceed we make the process as easy as possible.

We complete all the paper work and even contact your existing pension companies. Read what some of our clients have had to say about us:

list item Excellent friendly and informed service - K.Januszewski

list item Pleasant, efficient & trustworthy - Linda Hadley

 

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