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 2020. We reserve the right to vary, withdraw or extend this offer at any time.
Retirement Line Limited is Authorised and Regulated by the Financial Conduct Authority, FCA No. 726601. Retirement Line Limited is registered in England and Wales, registration No. 6976976. Registered Office: 52 Forder Way, Hampton, Peterborough, PE7 8JB