Gross value of pension fund:

Value of pension fund after Tax Free Cash

Pension Company

Pension type

Pension amount offered by current pension company (per annum)

Annuity type required

If escalating, what rate do you want?

Do you want a single or joint annuity?

Is any guaranteed period required?

Retirement date (dd/mm/yy)

Your personal details

Date of birth (dd/mm/yy)

Sex

Do you smoke?

Number per day

Any health or medical conditions?

Spouse or Partner (Joint annuity enquiries)

Date of birth (dd/mm/yy)

Sex

Smoker?

Number per day

Any health or medical conditions?

Comments:

Title:

First Name:

Last Name:

Address:

Postcode:

Please note it is not always possible to process enquiries based solely on the information contained in this form. Each case is unique and it may be necessary to speak to you to be able to assess your own particular circumstances to help find the most appropriate course of action. Please supply at least one phone number.

Home phone:

Work phone:

Mobile:

When can you be contacted?

 Daytime  Evening  Weekend

Email address:

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