Corporate Benefits UK | employee annuity quote


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employee annuity quote

we will respond to your enquiry as soon as possible

Who needs an employee annuity?
As a human resource manager, finacial director or pension trustee, the employees of the company money purchase scheme should benefit from the highest annuity on offer at retirement.

Simply complete the company and employee details below to receive the highest annuity offered.

The form is designed for a standard annuity quote as well as smoker, diabetes and inpaired health. If our partner firm needs further information they will contact you by telephone. If your employee is happy with the annuity rate and provider, our partner firm can send the relevent application form to the employer or direct to your employee (see what happens now? below).

Annuity quote - employee annuity form

To find the best provider offering the Highest Income for your employee please read our terms and conditions, fill in the form below and submit it to us. This employee benefits service is free to representatives of the company money purchase schemes such as the human resource manager, financial director and pension trustee, no charges are payable by your company to complete this form. * required fields.

Company details (complete in all cases)

* Your email:
* Telephone No:

* Your title:

other:

* Your full name:
* Company position:

* Company name:

* Address 1:
Address 2:
* City/Town:
County:
* Postcode:

Employee details (complete in all cases)

* Employee name:
Partners name:

* Employee DOB:

Partners DOB:

* Retirement date:

About Employee

Their Partner

Employee's gender:

Employee's main job during their working life?:
Does employee's current job involve manual work?:

*

Source of pension fund

What type of pension scheme is this:

* Pension type:

Please enter a figure in the 'Purchase Annuity' box below. Enter the total fund value including any protected rights benefits. If your employee wants to take 25% tax free cash, deduct this from the total fund value. The 'Purchase Annuity' box is used for the annuity quote:

Total fund value:

Tax free lump sum:

* Purchase annuity:

As long as the total amount in the 'Purchase Annuity' box is £30,000 or more after tax free cash we can show you the income you will receive.

*

Features of your annuity

Income frequency	payment type

annuity benefits	proportion

If a joint life,what proportion of the income does your employee want to give to their partner on death:

Survivors pension:

Other %:

Would your employee like the income to escalate to protect against inflation in the future? Would they like the annuity to be paid for a guaranteed fixed number of years in the even of the employee's early death?:

Escalation rate	Guaranteed period

You have now completed the form for a standard quote for your employee. Please go to the bottom of this page and press 'Submit'. Click here

OR
If your employee could benefit from an enhanced annuity because they or their partner have suffered from ill health in the past, are a smoker, overweight or suffer from diabetes, then please take a few minutes to complete this form.

Enhanced annuity rates

The amount of pension paid from a pension annuity policy can be enhanced, sometimes by up to 30%, for employees who have certain medical or lifestyle conditions as follows:

Lifestyle conditions

About Employee

Their Partner

Height (ft/ins or cm):
Weight (st/lbs or kgs):

Is the employee currently a smoker and has been a smoker for the past 10 years?

			yes			yes
			no			no

Please advise the average number of:

	Manufactured cigarettes you smoke per day
	Cigars OR ounces/grams of pipe tobacco you smoke per day
	Ounces/grams of cigerette tobacco you smoke per week

If the employee suffers from high blood pressure please advise:

	BP readings POST medication (systolic/diastolic) if known
	Number of prescribed medications taken for high blood pressure per day

If the employee suffers from high Cholesterol please advise:

	Cholesterol level POST medication (mmol/l) if known
	Number of prescribed medications taken for high cholesterol per day

Diabetes

If your employee or their partner has suffered from diabetes, please complete the following.

About Employee

Their Partner

What type of diabetes does your employee have?

	not applicable
	Controlled by diet only
	Non insulin dependent diabetes
	Insulin dependent diabetes

Does your employee have any of the following related conditions due to your diabeties?

	not applicable
	Kidney disease
	Eye disease
	Heart disease
	Poor circulation

If your employee has insulin dependent diabetes, how many times do they take insulin per day?

	not applicable
	One
	Two
	Three
	Four or more

When was your employee first diagnosed with diabetes?

If your employee has suffered any other medical condition (e.g. cancer, heart disease) they may qualify for an impaired life annuity. If so, please complete the following medical history. Otherwise, please go to the bottom of this page and press 'Submit'. Click here

Medical history

Please give full name of medical conditions and answer all questions for each condition about your employee and/or their partner, under the headings, 1, 2 or 3 where applicable:

			About Employee		Their Partner

Condition 1

What was the date this condition was diagnosed

State the name of medication or treatment they take