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How will we help you?

It is very unlikely that your existing pension provider will offer you the best annuity rate on the market. Under the Open Market Option, you have the right to select the provider offering the best annuity and therefore the highest level of income for you. We are here to help you find the best annuity available and to arrange the policy on your behalf, so you can sit back and look forward to your retirement!

How does the process work?

It’s really very simple...
  1. Complete the online form with as much information as possible.
  2. You will receive an email from us providing you with our client agreement. This will explain how we work and who regulates us. It will also give you some more information about the adviser who will be contacting you.
  3. We will call at a time convenient to you to introduce ourselves personally and to discuss your requirements in more detail.
  4. Your adviser will research the whole of the market and get back to you with the best quote to suit your requirements. We will aim to provide this information within 24 hours, and can arrange to email or post the quotation and any additional information to you. Once you have the quotation at home, you will be able to consider it and make a decision on how you wish to proceed.
  5. If you decide to proceed with the annuity, we will take care of all the necessary paperwork and deal with the companies involved until your annuity is up and running. This process can be laborious and involves dealing with several firms, so you can relax and let us deal with this for you.
And remember - your adviser will always be available for questions or updates by phone or email. No question or query is too small and we are here to help.

If you would prefer us to call you back and talk through your requirements with you, fill out your name and number below, and well get back to you as soon as possible. * Required field