We have provided a range of useful tools and guides to assist you in helping your clients understand the decisions they may need to make and the role that annuities can play when making these decisions
We regularly update the tools and provide new ones so it’s worth checking back often.
Our current calculators:
Level versus escalating annuity income
This calculator will help you and your clients explore the financial consequences of choosing a level versus an escalating annuity income plus the effect of delaying retirement for one year. It is recommended that you obtain some indicative quotations before using this calculator.
Annuities - advice profitability calculator
This calculator allows you to see the costs and benefits of advising on annuity business by working through three easy steps.
See the difference our expert underwriting could make for your clients
See for yourself how enhanced rates build when compared to a standard annuity, depending on the depth of medical history you supply with our Annuity Rate 'Swingometer'.
Our comprehensive guide to underwriting is available as a download (login required) or as a hard copy brochure by emailing us ifasupport@justretirement.com. Call us on 0845 302 2287 and we will despatch a copy in the post to you straight away.
If you would like to access our equity release guides and marketing samples please click here.
Useful LinksPremier Retirement Services referral service
The basics about annuities