Annuities

Welcome to our Annuity Desk, the desk is a dedicated service that offers you a simple way of ensuring you understand your options as you approach retirement.

When planning for retirement, securing the best possible income from your pension fund is critical. This is why we have a separate department specialising solely in this important area. Where appropriate we will work closely with your Bebbington Brumby Townend Independent Financial Adviser in order to bring this service to you seamlessly as part of your overall financial plan.

When considering your lifetime annuity options, you should bear in mind 2 very important points.

• You do not always have to stay with your current pension provider when you retire.
• Not all annuity providers are equal. The difference between the best and worst annuity incomes can be significant.

The process we undertake involves thorough research on the whole of the market place and by using the “open market option”, this allows you to transfer your pension to a provider that can offer you a higher income.

Our Aim

We take the time to understand the needs of our clients and ensure that we obtain the most suitable annuity to provide a competitive income from your accumulated pension fund

• Ensure we understand your current situation and help you identify the best route for you
• Obtain a relevant quotation from your existing provider
• Compare this rate with those available on the marketplace
• Take care of all the necessary paperwork