Your Fund Total funds available to buy your annuity (if you have more than one fund, please tell us the total amount):
Unfortunately, we are unable to quote for funds under £40,000.
Is any part of this amount 'protected rights'?
If 'Yes' how much?
... and how much is pre 1997?
... and how much is post 1997?
Does your Pension scheme have Guaranteed Rates?
Pension Type:
---Please Select---
Personal Pension
Retirement Annuity
Company Pension Plan
AVC Fund
Transfer Plan - Buyout
Transfer Plan - PP
How do you want to receive your annuity? Basis:
---Please Select---
Single Life
50% Widows Benefit
66% Widows Benefit
100% Widows Benefit
Guarantee:
---Please Select---
No Guarantee
5 Year Guarantee
10 Year Guarantee
Escalation basis:
---Please Select---
No Escalation
RPI
3%
Frequency of payment:
---Please Select---
Monthly
Quarterly
Half yearly
Annually
When payment made:
---Please Select---
In advance
In arrears
Tax Free Cash(TFC):
---Please Select---
No Tax Free Cash
Maximum Tax Free Cash
Other Tax Free Cash
Other TFC amount (if applicable):
If 'No TFC' are you going to receive TFC from your current provider?
Retirement date (00/00/00):
Have you received an annuity quote already?
If 'Yes', what was the date of the quote?
If 'Yes', state which Insurance Company:
Pension type:
---Please Select---
Personal Pension
Retirement Annuity
Company Pension Plan
AVC Fund
Transfer Plan - Buyout
Transfer Plan - PP
Amount of Annuity p.a.:
Annuity basis:
---Please Select---
Single Life
50% Widows Benefit
66% Widows Benefit
100% Widows Benefit
Guarantee:
---Please Select---
No Guarantee
5 Year Guarantee
10 Year Guarantee
Escalation basis:
---Please Select---
No Escalation
RPI
3%
Frequency of payment:
---Please Select---
Monthly
Quarterly
Half yearly
Annually
When payment made:
---Please Select---
In advance
In arrears
Tax Free Cash(TFC):
---Please Select---
No Tax Free Cash
Maximum Tax Free Cash
Other Tax Free Cash
Other TFC amount:(if applicable)
Retirement date (00/00/00):
What are the terms?
Would you like info on Pension Drawdown?
Would you like info on Phased Retirement?
Would you like info on Investment Linked Annuities?
Additional information:
How did you find us? (yahoo etc.)
Keywords used? (annuities etc.)
Have you read and do you agree to our Terms of Business ?
Do you agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention products, services or information about your existing contracts which may be of benefit to you?
Data Protection Act:
We will not pass this information to any third party under any circumstance.
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