ANNUITY ADVICE UK
Assessing annuity options from ALL the leading annuity providers
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  • Types of annuity
  • Income drawdown
  • Purchased life annuity
  • Phased retirement

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    • Pensions Annuity Friendly Society
    • Prudential
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    • Standard Life
    Converting pensions from:
    • Abbey Life
    • Allied Dunbar
    • AXA Sun Life
    • Barclays
    • Canada Life
    • Clerical Medical
    • Eagle Star
    • Equitable Life
    • Friends Provident
    • GE Life
    • Halifax
    • Legal and General
    • National Westminster
    • Prudential
    • Scottish Equitable
    • Scottish Life
    • Scottish Mutual
    • Scottish Widows
    • Skandia
    • Standard Life

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    • Annuity Advice UK: About annuities ...

    Please do not solely use the information below when choosing an annuity. Refer all questions to your consultant.

    PHASED RETIREMENT

  • If you plan to embark upon retirement progressively, and therefore do not immediately need the full benefits of your pension fund, you have an option of a Phased Retirement Pension Plan. With this scheme your pension fund is divided into a large number of mini pension funds (typically 1000). If initially you only need (say) 30% of your pension, then 300 of your 1000 mini pension funds would be converted into :-

  • your 25% tax-free cash entitlement plus

  • either annuities or income draw-down on the value of the balance of the 300 mini funds.

    You can choose to convert any number of these funds, whilst leaving the remainder invested for future use if you do not require full benefits at the present time.

    This arrangement provides a flexible way of providing the additional income you require, and allows you to defer some pension benefits to a later date.

    Your consulatnt will be happy to discuss such schemes with you. So please enquire about a 'no obligation' annuity quotation for information.


    Contact Annuity Advice UK now by completing our quick and easy, confidential, NO-OBLIGATION annuity enquiry form (minimum £10,000)...

    Phased retirement is sometimes suitable for pension funds of £100,000 or over.

    Due to the complexity of the phased retirement schemes that financial advisers can offer we cannot provide online quotations. Complete the form and a financial adviser will contact you to discuss your exact requirements and formulate a tailored phased retirement solution for your circumstances.

    Please Complete the Free No-Obligation Phased Retirement Enquiry

    Value of pension fund (minimum £100,000)

    If your pension fund is less than £100,000 please click here

    Pension Company

    Pension type

    Annuity type required

    If escalating what rate do you want?

    Do you want a single or joint annuity?

    Tax free cash required

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    Number per day

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    Spouse or Partner (Joint enquiries)

    Date of birth (dd/mm/yy)

    Sex

    Smoker?

    Number per day

    Any health or medical conditions?

    Title:

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    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.

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    © Annuity Advice UK all rights reserved. This website is an independent UK marketing website and not a provider of financial services or advice in any form. We pass on your pension annuity enquiries to financial service providers. We are not responsible or liable for any financial service, or annuity product obtained through a third party. An annuity enquiry from this website does not constitute an offer to provide an annuity policy.