Personal Financial Services

Annuity Purchase

The traditional method of securing retirement income is to purchase a lifetime annuity whereby an insurance company pays you a stipulated income in exchange for your pension fund. This income is guaranteed to continue for the rest of your life and is not dependent on any investment returns. On death, unless you have included any spouse provision, the annuity will cease with no further liability to the insurer.

Traditional annuities are most likely to suit you if you:

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For more information, or for advice on which option suits your requirements, please contact us or request a call back.

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