Lifetime Annuities & Scheme Pension

A secure, regular income for life

Our lifetime annuity uses the money saved in your pension plan to give you a guaranteed, regular income for life. You can also choose to provide an income for your chosen beneficiary(ies), like a spouse or partner. Once you’ve set up your policy, you can’t normally revise or cancel it so we recommend that you seek professional advice before you apply.

All the documents you need in one place. From forms and client guides to product brochures and key features documents.

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Key Documents

Lifetime Annuity - open market option application form

Lifetime Annuity – policy provisions

Enhanced Lifetime Annuity – policy provisions

Lifetime Annuity – client guide

Lifetime Annuity / Scheme Pension Transfer Application

New bank account instruction form

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Pension sharing – Annuities (not Purchased Life Annuity)

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