Sales Aids

In our sales aid library, you'll find a variety of information to help both you and your client's find out more about our retirement income products.

For lifetime mortgage related sales aids click here.

All documents are correct as at the date of publication.

Documents marked with this icon can be used directly with customers

Retirement Income
Average GIfL rates (1313042)
If your clients are looking for a competitive rate of retirement income, maybe it's time to look again at a Guaranteed Income for Life (GIfL), provided by an annuity.
Download Drawdown process review (1311558)
How robust and well documented is your income drawdown process?
Download The cost of options (3038)
Our sales aid shows the effect of various options on your client's income.
Annual allowance factsheet (1481149)
Our guide to changes to the annual allowance and key things you will need to consider if accessing your pension flexibly.

Drawdown question set (1031655)
Do you qualify for an enhanced annuity rate?


Customer vulnerability
Power of Attorney guide (1314871)
Information on the different types of PoA, the benefits to your clients and other practical guidance.
Vulnerability Support  Pack (1314572)
Useful tools and information to help you identify and support customers in vulnerable situations.

Client wellbeing checklist - sample (1314472)
New checklist provides sample wording to help consistently assess and record client vulnerability.