Annuities  

Here you can find all our documents, forms and guides for you to use and also to pass on to your customers. 

For AdvisersAll key documents for our annuity products can be downloaded here.  

 

 
 		  
 
Acrobat Reader Icon The Cost Of Options Acrobat Reader Icon

Making Annuities Easier     

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Acrobat Reader Icon Lifetime Income Plan Quotation Request Form  Acrobat Reader Icon  Lifetime Income Plan Application Form 
  
 
 
Acrobat Reader Icon At-a-glance guide to our pension annuity  Acrobat Reader Icon  Pension Annuity Application Form 
 
 		  
 
Acrobat Reader Icon  Annuity Quotation Request Form   The next step The next step
 
 		  
 
 Acrobat Reader Icon Deferring an annuity:
Weighing up the potential
costs and considerations		 Word document  Annuity Product Overview Paragraphs
 
 		  
 
Acrobat Reader Icon When to annuitise
– In search of the
golden scenario		 Acrobat Reader Icon It's crucial to really know your client
 
 
  
   

For Customers

Here you can download a number of key documents regarding annuities to use with your customers.
 

 Acrobat Reader Icon The Open Market Option  Word Document Icon Death Claim Form
 
 		  
 
Acrobat Reader Icon  Key Features of the Pension Annuity Acrobat Reader Icon  Key Features of the Lifetime Income Plan
 
 		  
 
Acrobat Reader Icon  Key Features of the Fixed Term Annuity Acrobat Reader Icon  Key Features of the Trustee Fixed Term Investment Plan
 
 		  
 
       

 

 









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