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By submitting this form you are not
under any obligation or commitment to buy annuities through
our partner authorised firm. The request
for and provision of an annuity quote does not represent
an agreement to conduct business between the parties; |
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Your information will only be used
to secure annuity quotes; |
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To secure the most competitive quotes,
provide the highest level of service and improve response
times to your enquiry, we reserve the right to share this
information with a partner authorised firm that are qualified
to complete your enquiry on our behalf. By submitting
this form you give us permission to do this; |
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By submitting this form
you give us and a partner authorised firm permission to
contact you by email, telephone or post to clarify or
ask further questions in relation to your enquiry; |
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On request, we and a partner authorised
firm will erase all information you have submitted to
us that we have on our files; |
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When this form is received and checked
that the details are complete, it will be sent to the
18 leading annuity providers to get the best quote. By
submitting this form you give our partner authorised firm
the authority to do this; |
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If you have any difficulty completing
the form, please let us know by email and we can call
you to take your details; |
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Once all of
the annuity quotes from the providers have been received,
our partner authorised firm will let you know the results
by email, telephone or post without
obligation or commitment to buy an annuity through our
partner authorised firm; |
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If you are happy
with the highest quote offered and want the annuity on
a non-advisory basis, simply follow the instructions in
the letter or the telephone number stated for help during
normal office hours; |
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If you would like advice specific
to your needs relating to retirement planning only,
our partner authorised firm
must ask you a few extra questions about
your future requirements and attitude to investment risk
either by email, telephone or post before sending
you their Pension Retirement Report; |
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As an impaired life, the provider may
need to ask your doctor for a GPR. In this case our partner
firm will send you a letter of authority with the application
to allow the provider to do this. The provider may also
ask you for a medical examination. This process could
take up to 3 weeks; |
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After you have returned the provider's
application and it has been checked that the details are
complete, documents are sent to the ceding and receiving
companies for processing; |
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It may take up to three weeks before
the ceding scheme sends the money to the receiving scheme.
You must be aware that if the quote expires, we or
a partner authorised firm cannot accept any responsibility
for any subsequent fall in the annuity rates. Once the
money is cleared by the provider, the annuity policy is
placed on risk at this point, even though it may be another
two weeks before the policy documents are sent to you. |
