Stage two identifies the annuity provider offering the highest level of income based on your selected options, and considers the personal health and lifestyle information provided to us. It includes the purchase of your guaranteed income for life (annuity) and any administration required to place the annuity with your chosen provider.
Our fee for this stage is £300 (no VAT). This invoice will be sent out with your At-retirement Report.
We will be unable to continue with any stage of the process until the relevant payment has been received. Payments can be made via cheque or bank transfer. Further details will be confirmed to you.