The Way We Work & How We Treat You
How The Process Works:
We only need a minimum amount of information in order to help you. You can either give us a call on 020 33 55 4827, or complete our online Request Quotes form.
Our online Request Quotes form will ask for some basic personal information about you, and also details of your existing pension. You then have a choice...
You can either give us the rest of the information we need via the more detailed part of the Request Quotes form, or you can sign a letter which we will send to you to authorise us to talk directly to your existing pension provider about your pension fund.
Once we have all the information on your existing pension, and what it is that you are looking for from your annuity, we then request illustrations from all the pension providers. Each pension provider will provide us with a personalised illustration detailing the monthly income they would be prepared to offer you.
We pull all the information together, and provide you with a report which gives you your options in a clear and simple to understand format. Don't forget, we're also at the end of the phone if you need any help understanding what is being offered to you.
Once you have decided which pension provider best meets your needs, we will then help you apply. Our aim is to make the whole process as hassle-free as possible, and if you request, we can also complete all the necessary paperwork for you.
You do not pay us a fee unless you would prefer to do so. The pension provider who you select to provide your annuity will pay us a commission for placing the business with them. Some product providers allow companies to determine a level of commission above the standard rate being offered. We NEVER take anything more than the providers standard commission.
However the only commitment we require from you is that once we have conducted the research, if you do decide to go with one of the quotes, then please use us. If it is your intention to use our resource, cost and time to take our quote and give the business to another advice company, then please don't expect a Christmas card from us!!
About Us :
We are a financial services company, authorised and regulated by the Financial Conduct Authority. Being able to offer you annuities from the whole of the UK market is very important, which is why we value our independence.