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.
For this service you need to book a meeting at the office.
We will agree how we are paid for this service at our first meeting. It could be by a single fee, by commission or a combination of both.