Company Pension Funds

When the source of the purchase money is a company pension fund or Executive Pension Plan  it will be necessary to ask you for a few more details to ensure that our free report abides by current UK legislation.  

You will receive an e-mail containing the relevant details.  If you do not have e-mail please supply a telephone number.  

Protected Rights

If your pension fund contains a protected rights element it must be illustrated separately.  Please complete an illustration request  for protected rights and a separate illustration request for non-protected rights, failure do do so is likely delay the commencement of your annuity.

IF YOU ARE UNSURE ABOUT ANYTHING YOU SHOULD SEEK INDEPENDENT FINANCIAL ADVICE.