Annuities
Free initial consultation.
Open market option.
We will advise and make a recommendation for you after we have assessed your needs.
If you have a personal pension and are close to taking the benefits, the pension company will offer you an annuity, meaning a regular income in retirement. They may inform you that you have an open market option. Open market option means you may buy your annuity from another company. You might be able to obtain a larger annuity than that offered by your pension company.
We can show you what is available for your open market option and process the paperwork to obtain the annuity of your choice.
Come for a meeting to discuss your annuity requirements and how our services may be suitable for you.
We will agree a written service and payment agreement with you when we discuss your annuity requirements. The service and payment agreement will say the service we will provide and the agreed payment.