Amount for Purchasing Annuity £ 

I would like to purchase an annuity with my pension fund money with other funds.

I would like tax free cash now. None Maximum Fixed Sum Fixed %

I would like the annuity to run for: Life 5 years 10 years 15 years 20 years 25 years

I would like a guarantee period of 0 years 5 years 10 years

I would like provision for my spouse at 25% 50% 66 .7% 100%

Date payments to start: Immediate Next Birthday Other

I would like the annuity Level escalating at 3% per annum escalating at 5% per annum escalating at 8.5% per annum RPI

 

I wish to spend 25% 50% 66 .7% 100% on an annuity.

Date Of Birth:      Spouse's Date Of Birth: 

I am am not in good health. If not give details:

Sex: Male Female

 

It may be necessary to contact you in order for us to clarify certain items of information that you have provided.

The products listed are not exhaustive and there may be others more suitable for you. If you decide to proceed with any of the products we have illustrated for you then you will have a legal right to cancel your plan within 14 days without incurring any costs or cancellation charges.

 If you are unsure as to the suitability of any of these products please contact us for professional advice.

Please read the brochures and Key Features before making an investment as they contain important information. All information is based on current levels of taxation and is subject to change.

  Pensionadvice Ltd will hold information you have given for administering and arranging your investments. Pensionadvice will not pass your details on to a third party other than to a provider of these investments. You may apply for a copy of the information that we hold about you and have the right to have any inaccuracies corrected.

I confirm that the details provided in this form are correct and that I have read the Terms of Business provided by Pensionadvice.

Pensionadvice Ltd. is an appointed representative of Financial Ltd which is authorised & regulated by the Financial Services Authority.