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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.

The answer to this question could earn you an Enhanced Annuity  
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  
Email  
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

The answer to this question could earn you an Enhanced Annuity  

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
The answer to this question could earn you an Enhanced Annuity
 
         
  Weight
The answer to this question could earn you an Enhanced Annuity
 
         
Main Occupation
The answer to this question could earn you an Enhanced Annuity
 
 
Smoker
The answer to this question could earn you an Enhanced Annuity
 
 
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.
The answer to this question could earn you an Enhanced Annuity
 
 
 
         
  Do you take two or more prescription medicines.
The answer to this question could earn you an Enhanced Annuity
 
  On average, do you drink two or more alcoholic drinks a day
The answer to this question could earn you an Enhanced Annuity
 
         
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.

The answer to this question could earn you an Enhanced Annuity  
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
The answer to this question could earn you an Enhanced Annuity
 
         
  Weight
The answer to this question could earn you an Enhanced Annuity
 
         
Main Occupation
The answer to this question could earn you an Enhanced Annuity
Smoker
The answer to this question could earn you an Enhanced Annuity
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.
The answer to this question could earn you an Enhanced Annuity
  Do you take two or more prescription medicines.
The answer to this question could earn you an Enhanced Annuity
 
 
 
  On average, do you drink two or more alcoholic drinks a day
The answer to this question could earn you an Enhanced Annuity
 
         
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
The Old School House, East End Road
Bradwell-on-Sea, Essex, CM0 7PY

Telephone : 020 33 55 4827           Fax : 0871 277 1422           Email : info@platinumifa.co.uk

AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY

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