Guide to Using Canada Life
- As a direct client, your pension provider or Occupational Scheme
Trustees will send you details of the value of your pension fund
and will generally include a quotation of what annuity they might
offer. This will help you to compare quotations with other companies
- Contact us by any of the options shown if you have a pension
fund over £5000 after the payment of Tax Free Cash
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voicemail facility if calling out of office
hours or if the team is unavailable.
Email Planning4retirement@canadalife.co.uk
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- We will provide a quotation immediately over the phone and
discuss the options available to you. Please note that we are
not regulated to provide any financial advice and will only discuss
Canada Life products
- We will send the quotation and our retirement pack 1st class
the same day. This pack will include guidelines on the procedure
to apply for an annuity.We can also email and fax this information
if required.
- If you wish to proceed with an application please follow the
guidelines sent to you. If you have any problems or queries you
may call the Annuity Development Team who will guide you through
the process
- On receipt of the application form and additional information
we will proceed with setting up your annuity
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Page last updated
June 20, 2006
