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Useful guides

Here you can read our guides and product literature or download them to read later.

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Downloadable guides

PNG image, 36 x 36 Budget planner
Use this to help plan your incomings and outgoings in retirement. 
PNG image, 36 x 36 Annuity customer guide to tax
Answering common questions about tax. 
PNG image, 36 x 36 Terms of the Just Retirement pension annuity 
A document detailing the terms of our pension annuity.
PNG image, 36 x 36 Our enhanced annuity key features document 
Key features of our pension annuity and further information.
 A guide to your cash facilty
A document detailing the cash facility available with our Roll-Up Lifetime Mortage
Top 10 tips when considering ER
A useful guide when considering equity release

Below are documents created by third parties and links to third party sites that we feel may be of interest.

Useful information

Adobe Acrobat icon Little Book of Big Scams
Opens a guide to avoiding scams, courtesy of Operation Sterling, Metropolitan Police Service
Link icon Pension and retirement planning
This is a link to the Directgov website which has information on planning your retirement
Link icon Avoiding Scams
Opens Age UK's guide to avoiding scams

Useful linksUseful forms
What is Equity Release?

Getting in touch

Our postal address, phone numbers and an online enquiry form.

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