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Why Retirement Line?

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The open market option means you can choose the best option currently available.

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Our Best Quote Guarantee
Terms & Conditions

We will send an M&S voucher if we cannot either match or improve an alternative annuity rate that a client has been able to find elsewhere. This is subject to the following:

  • Applicable to money purchase benefits only, excluding those with a guaranteed annuity rate, guaranteed minimum pension or underpinned by any form of defined benefit.
  • Minimum fund size £30,000 after tax-free cash.
  • The alternative annuity rate must be in the form of a guaranteed, underwritten annuity quote, of which, evidence must be provided by sending a copy of the providers actual quote either by post, fax or by email in the form of a scanned or electronic copy.
  • The alternative annuity rate must be based on exactly the same annuity options.
  • A copy of all medical/lifestyle information must be provided to confirm quotations are on a “like for like” basis.
  • Retirement Line must be given an opportunity to beat the alternative annuity rate at the point of claim.
  • The higher annuity quotation must be less than 5 days old.
  • This offer is valid until 31st December 2017. We reserve the right to vary, withdraw or extend this offer at any time.


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