Pension Advice

It can be difficult to make sure you have an effective pension plan in place without the help of specialist advisors. We are here to walk you through the process of getting a pension plan which suits you, your lifestyle and your financial goals for now and when you retire. Our pension advice experts are experienced and we understand every plan is unique, depending on the client’s specific circumstances. Clients are welcome from all over Essex and Suffolk, including Southend, Benfleet, Billericay, Boxford and Barking.

Pension annuity advisers

Here is a link to the Retirement Health and Lifestyle form, helping you prepare for the questions you may be asked when purchasing an annuity:

Enhanced pension annuity quotation request form

An annuity is a financial product that provides you with an income in retirement for the rest of your life. In order to maximise your income, it is important that the company you buy your annuity from knows as much about your health and lifestyle as possible. Your health and lifestyle details may mean that you qualify for an enhanced annuity, giving you an increased income in retirement.

It form has been developed by all the major annuity companies. It puts together all the questions you will need to answer about your health and lifestyle in one place, making it easier for you to prepare for the questions you may be asked when purchasing an annuity and supports the advice that we offer.

For more information about our pension advice service, contact us today at 01702 667315