Annuity Business

In addition to our Focused and Comprehensive Financial Planning Services, we also offer financial advice in relation to annuities. Our fees for annuity business are explained below.

Annuity Type Initial Fees
Conventional Annuities Our typical charge for this service would be 1% of your pension fund (net of tax-free cash). Our minimum fee for this service would typically be £1,000.

Based on a net pension fund of £50,000 our fee would be £1,000.

Based on a net pension fund of £300,000 our fee would be £3,000.

Enhanced Annuities Our typical charge for this service would be 1.5% of your pension fund (net of tax-free cash). Our minimum fee for this service would typically be £1,500.

Based on a net pension fund of £50,000 our fee would be £1,500.

Based on a net pension fund of £300,000 our fee would be £4,500.

Please note that our fees may be negotiable for larger pension funds.