Pension Annuity Phone Number : 0845 83 87 811

Pension Annuity

Tax Free Cash Only

Income Drawdown

Pension Lump Sum

Impaired Annuity

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	We need some more information on you and your circumstances in order that we can provide you with relevant quotes. We will offer you a "good old fashioned personal service via the internet", and will provide you with comprehensive information about your selected option. The minimum information you need to enter is your name, a phone number and email address. We can then start to talk to you, and you can decide whether to take things further. If you complete the whole of this form we should be able, in most cases, to send you a personalised report via email. Please pay particular attention to the questions indicated by a red icon. The answers to these questions could earn you an enhanced annuity rate.

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The only part of the form you need to complete

If you would like us to help you with your needs please answer the questions that appear on the right.

We can use this information to contact you and explain how we can help, as well as what your options might be.

You can, if you wish, answer any other questions you feel appropriate.

		This icon indicates questions that are very important as the answers you give to them will indicate whether you qualify for enhanced annuity rates. Remember even if you don't qualify for an enhancement, your spouse (if they are to be included) may qualify. More Information Below.

Title

Name

Surname

Telephone

Your Requirements

Any Other Information

Please use this box to provide us with any information you think may be relevant

Marital Status

Promotional Code

Submit Form or Complete More Questions

Optional

In this area we ask for some more details about you which will hopefully identify if you qualify for enhanced rates

		Why these questions are important. The height and weight questions will allow us to calculate your Body Mass Index (BMI) if your BMI is less than 17 or more than 29, you are likely to qualify for an enhancement. Some occupations qualify for an enhancement for example a Taxi Driver. Alcohol: If you drink 36 units of alcohol each week you should qualify for an enhanced rate. Many people will be surprised to know this averages to two drinks a day.

Your Address

Day of Birth

Month of Birth

Year of Birth

Gender

Height

Weight

Main Occupation

Smoker

If Smoker, what do /did you smoke & how much

i.e 20 cigarettes per day

Please tell us of any ill health you have suffered. Please tell us if you have ever received hospital treatment for any medical condition.

Do you take two or more prescription medicines.

Yes No

On average, do you drink two or more alcoholic drinks a day

Yes No

Submit Form or Complete More Questions

Optional

If you would like your partner to receive an income from your pension fund should you die before them, please complete the questions on the right.

Depending on the option you choose there will be a number of different ways of providing this benefit.

		Remember, even if you do not quality for an enhancement your partner may. If they are to be included in the annuity please ensure you answer these questions.

Do you want a pension for your partner

If yes please answer the questions below

Spouse Percentage

Day of Birth

Month of Birth

Year of Birth

Gender

Height

Weight

Main Occupation

Smoker

If Smoker, what do / did they smoke & how much

i.e 20 cigarettes per day

Please tell us of any ill health you have suffered. Please tell us if you have ever received hospital treatment for any medical condition.

Do you take two or more prescription medicines.

Yes No

On average, do you drink two or more alcoholic drinks a day

Yes No

Submit Form or Complete More Questions

Optional

To enable us to give you meaningful quotes we will need to know how much your pension fund is worth.

You may have funds with more than one provider, please include the total of all your funds.

We also need to know if any of this fund is "Protected Rights", if it has any special conditions attaching, and if the amount includes a Tax Free Cash element.

Don't worry if you don't have all the answers, with your permission we can get this information for you.

Total Fund Size

Is the amount above before or after Tax Free Cash

How much of this amount is "Protected Rights"

Does your fund have any guarantees or special conditions

Anticipated Retirement Date

Submit Form or Complete More Questions

Optional

Please select the features you want from your Annuity (if you selected this option).

Remember the inclusion of some features will reduce the monthly income you receive.

Full details on these features can be found in this website or by calling us on 0845 83 87 811.

Guarantee

Escalation basis

Payment Frequency

In Advance / Arrears

Submit Form

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Platinum Financial Consulting LTD

Registered in England. Company Number : 5985049

Registered Office Address :
The Old School House, East End Road
Bradwell-on-Sea, Essex, CM0 7PY

FCA Registration Number : 227014

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Pension Annuity Specialists