We offer later life mortgages to help you meet your client's needs throughout their retirement.
Helping you and your clients with annuities.
Pension Annuity Application Form
pdf (508.82 KB)
S410
05 Apr 2025
Pension Annuity Key Features
pdf (1.79 MB)
W12325
Pension Annuity Product Summary
pdf (1.01 MB)
Q0059835
11 Jul 2024
Pension Annuity Consumer Duty Fair Value Report
pdf (101.39 KB)
DA1791
08 Nov 2024
Fixed Term Retirement Plan Key Features
pdf (3.74 MB)
Q0050899
Pension Annuity Underwriting Guide
pdf (1.89 MB)
Q0058034
28 Feb 2025
Personal details and declaration
pdf (277.61 KB)
Q0052240
16 Nov 2023
Pension Annuity Medical Consent Form
pdf (74.35 KB)
Q0043345
16 Dec 2021
Pension Annuity Terms and Conditions
pdf (1.16 MB)
S430
Fixed Term Retirement Plan Adviser Guide
pdf (1.3 MB)
Q0050910
17 Dec 2024
Fixed Term Retirement Plan Application Form
pdf (722.72 KB)
Q0050901
Facilitated Adviser Charges
pdf (81.3 KB)
DA1402
27 Jun 2023
Cash-Out Retirement Plan Product Summary
pdf (638.41 KB)
Q0051397
Fixed Term Retirement Plan Sales Aid
pdf (265.29 KB)
Q0057811
10 Jul 2024
Lifetime Care Plan Key Features
pdf (751.6 KB)
Q0057792
19 Aug 2024
Thematic Review Best Practice Checklist
pdf (745.35 KB)
DA2109
27 Jun 2024
Cash-Out Retirement Plan Consumer Duty Fair Value Report
pdf (102.36 KB)
DA1793
Cash-Out Retirement Plan Key Features
pdf (2.96 MB)
Q0050894
Care Fees Plan Questionnaire
pdf (881.95 KB)
18 Dec 2024
Cash-Out Retirement Plan Adviser Guide
pdf (1.48 MB)
Q0050907
