Independent Wealth Management

Call us on 01276 517700 or email advice@professional-wealthcare.co.uk

Do you qualify for an enhanced annuity?

Do you know that if you are a smoker or have a medical condition such as diabetes, high blood pressure, heart disease or cancer, then you could receive a higher retirement income?

Depending on your medical situation, an enhanced annuity could give you up to 40% higher income than a standard annuity, guaranteed for life.

When you are retiring and taking benefits from your pension scheme, you have some very important decisions to make.  Once you have set up an annuity, there is no going back.  The decisions you make will be irreversible, so you need to be sure to get it right.

There are many options available to you when it comes to choosing how to take your income.  If you have any history of ill health, then you should certainly consider the benefits of an enhanced annuity.

Speak to us.  We can guide you through your options.

Tagged: , , , ,

Blog Categories

Pensions

Planning for retirement, your options, review your plans...

More

Investments

Investing your capital for tax efficient growth or income...

More

Protection

Protect your family, life assurance, critical illness, income protection...

More

After a long career dealing with other people’s money (often major six figure sums on a daily basis) I considered myself to be pretty numerate. However, facing retirement the whole pensions jungle filled me with dread as I knew it was a task I would neither relish nor easily absorb. Having taken the decision to get some help I decided I didn’t want my bank involved nor any corporate suit.

From everything I’d read and heard it was clear that I personally needed someone who could guide me through the process, having first understood our needs and to then explain each step simply without all the uniquely incomprehensible language so often encountered in this industry.

I wanted a local Financial Adviser with a good track record and I initially used a website to draw up a shortlist of suitable candidates. Barry stood out as just the kind of bloke we could do business with and, having appointed him last year, we are delighted with his service.

It’s been quite a “journey” sorting it all out these past few months but we now feel we have fully optimised our pension options and at last really enjoy our retirement. We can therefore thoroughly recommend Barry to anyone seeking such a Financial Adviser.

Mr Peter Seabrook-Harris