Who needs
a pension standard annuity? If you are retiring now and want
up to 30% more pension income from your UK pension
fund for the rest of your life, or for you and your
partner's life.
Our partner firms can provide a free annuity quote
without obligation or commitment to buy annuities
through them (for details see below what
happens now?).
They will make
every effort to improve on the annuity offer you
receive from the provider for
funds of £40,000 or more (£30,000
after tax free cash). At this stage they are also
able and happy to discuss your alternatives.
How we can help We help thousands of people each
year with quotes. For the fastest service please
ensure you provide a contact telephone number and
address details. Your details are only used in relation
to your pensions enquiry.
If you are happy with the highest quote, our personalised
service is offered at no cost to you and available
to people that need an immediate annuity purchase.
The benefits are:
•
Same
rates or better than going direct
•
Dedicated
client manager to look after your annuity
transfer(s)
•
Able
and happy to discuss your alternatives
•
Make
sure you maximise your tax free cash
•
Process
all paperwork on your behalf
•
Deal
with life company administration for you
•
Personalised
service at no cost to you
•
If
rates change before the funds are transferred,
you can switch to the new best provider
Annuity quote - standard form
To find the best provider
offering the Highest Income for your pension annuity please
read our terms
and conditions, fill in the form below and submit
it to us. This is a free service, no charges are payable
to complete this information. *
required fields.
What happens now?
•
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;
•
Your information will only be used
to secure annuity quotes;
•
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;
•
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;
•
On request, we and a partner authorised
firm will erase all information you have submitted to
us that we have on our files;
•
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;
•
If you have any difficulty completing
the form, please let us know by email and we can call
you to take your details;
•
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;
•
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;
•
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;
•
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;
•
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.
Disclaimer:
Information found on this site does not amount to financial advice or
legal advice. Every time you access the website you agree to be bound
by the Terms and Conditions.
If you do not agree to be bound by them, you should not use the sharingpensions.co.uk
website. Before taking any action regarding pensions, pension on divorce
or any other financial or legal matter you should seek professional
advice.
