Fee is 1.50% of the capital required to purchase the annuity upto £150,000.
Fee is 1.00% of the capital required to purchase the annuity over £150,000.
This fee is usually included within the terms of the annuity and although charged to the annuitant is paid by the provider and therefore the annuity quoted includes the fee.
We reserve the right to charge a minimum fee of £350.
Example of annuity fees in cash terms;
Example 1; if the capital required to purchase the annuity is £50,000 our fee would be £750 (1.50%)
Example 2; if your net fund is valued at £175,000 our fee would be £1,750 (1.00%)

This can be paid directly by the client or added to the purchase value and paid by the provider.  Fee's will only be payable if you decide that you would like to go ahead with the open market option that we have recommended


Fees are usually taken from your fund prior to the income being paid out to you

Our Fee's are accounted for in the illustrations that we give to you and you will be able to see from the illustrations whether the increased annual income is greater than your current provider has offered you.
Fee's include any enhanced or impaired annuity underwriting work that is necessary to be forwarded to the marketplace.

Our Independent Financial Advisers are always happy to meet at our clients' preferred location and time and to have detailed initial discussions with no obligation.

Please contact us by calling 01949 836173 or email us on This email address is being protected from spambots. You need JavaScript enabled to view it.