Let us help you maximise your Annuity income

If you have more than one pension, just complete details for the largest fund value.

Pension Fund Value (Gross): * £

Given the size of your pension fund,
Income Drawdown may be a better option for you.
Would you also like advice on Income Drawdown?    

Tax-Free Lump Sum: * --Select-- None Maximum 25% Other amount £

Type of Pension: * --Select-- Unknown Personal Pension Section 32 Transfer Plan Protected Rights Policy Own Funds SSAS AVC FSAVC Company Scheme Previous Transfer Plan Pre 1987 Pension Plan / 226 Policy SIPP / Income Drawdown

Start Date: * Day 12345678910111213141516171819202122232425262728293031 Start Month: * Month JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Start Year: * Year 2012201320142015

Payment Guarantee Period: * --Select-- None 5 Years 10 Years

Payment Type: * Level / Fixed Increasing

Application Type: * --Select-- Single Life Joint Life 50% spouse Joint Life 100% spouse Joint Life 2\3rds spouse

Full name: * Title
  Mr Mrs Ms Miss Dr First name:
Last name:

Date of Birth: * Day 12345678910111213141516171819202122232425262728293031 Birth Month: * Month JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Birth Year: * Year 1927192819291930193119321933193419351936193719381939194019411942194319441945194619471948194919501951195219531954195519561957

Are You a Smoker? * No Yes

Full name: * Title
  Mr Mrs Ms Miss Dr First name:
Last name:

Date of Birth: * Day 12345678910111213141516171819202122232425262728293031 Birth Month: * Month JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Birth Year: * Year 1902190319041905190619071908190919101911191219131914191519161917191819191920192119221923192419251926192719281929193019311932193319341935193619371938193919401941194219431944194519461947194819491950195119521953195419551956195719581959196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986198719881989199019911992

Are You a Smoker? * No Yes

Preferred tel no: * Why we'd like this

Alternative tel no:

Email address: * No spamming policy

House name / no: *

Street name:

Town / City:

Postcode: *

Finally, would you like some free independent advice on how best to invest your Tax Free Cash?    

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