Why should you consider this best UK pension annuity rates enquiry service? Well first you need to understand how the service offered is actually provided. Hopefully this, combined with other comprehensive information we’ve provided, will give you many good reasons to use our service and have the confidence that we can actually deliver. Once you have made initial contact with AEGON Direct, whether online or by freephone, the process you experience is really split down into 4 key steps. Your adviser will take the time to get to know a bit about you first and what you want from your retirement planning. In this call he or she will cover what’s really important to you and what financial planning you may have already carried out. He or she will discuss your financial circumstances, including for example, your tax position, your dependants, and what you want to achieve with your important retirement income.
With your permission, contact will be made with your existing pension company to ask them the technical questions required to find out what type of pension contract you currently have and how that might affect the various retirement solutions and the UK pension annuity rates that can be recommended for you. This normally takes around two weeks to carry out. Not all pension companies are comfortable sending that personal information, so you might have to be asked to contact them to get the required information.
Your adviser will call again to explain the recommendation. This will be personal to you and is designed to meet your specific circumstances, based on the details that you provide and the information from your existing pension company. This call won’t be rushed as it’s important that you understand all aspects of the recommendation. You don’t have to accept the recommendation, and you can walk away at this point. If you accept the recommendation your financial adviser makes, you’ll be sent an information pack explaining it all. If you wish to proceed with our recommendation and the UK annuity rates we find for you, it is best to complete and return the various documentation as soon as you can to try and avoid any delays as this might result in lost annuity income.
