Protect Your Pension Fund
If you are invested in certain funds e.g. Managed or Equity then switching to a fund that provides no risk will preserve your growth and protect it from falling before you retire.
We can arrange this for you. There is no charge for this service as we hope that by looking after your pension now, you will come back to us to arrange your annuity in the future.
Firstly we will send you a form to sign that will give us the ‘authority to service’ your plan. This allows us to contact your pension provider on your behalf to:
Monitor the performance.
Request your retirement options.
Switch funds to protect your pension (your existing provider may charge you a small one-off fee. This usually applies to older style plans).
What next? Give us a ring on 0800 458 3525 or fill in our Enquiry Form and we will get back to you to discuss your annuity options.
BACK TO ANNUITY MENU