key Issues

Step 1 - Review your circumstances

Next Step

Review investment strategy

Review retirement objectives

  • You may wish to switch to safer invetsments
  • Your income requirements?
  • What is your attitude for risk?
  • How much flexibility do you need?



 

Step 2 - Learn about your Annuity Options

 
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Step 3 - Get Annuity Quotations

 
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If you married or have a partner you should consider a joint life annuity as the cost of providing a partner's pension may be less than you think

     
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The default option is 5 years. This means that if you died after 2 years of the start of the annuity, payments would continue to your dependant for another 3 years.

Sometimes it might make sense to have a 10 year guarantee, for instance if you buying a single life annuity ad have dependants.

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This is one of the most options. Although level annuities pay the highest starting income, inflation will reduce your future spending power

       
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Don't forget to consider other types of annuities

You may be able to get more flexibility without taking more risk by arranging a combination of annuities


Burrows & Cummins and William Burrows Annuities are trading names of Directly Financial Limited which is authorised and regulated by the Financial Services Authority. FSA Firm registration number: 153420 Copyright © 2009 William Burrows

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