Retirement income

Find out more about our Guaranteed Income for Life solutions (GIfL), and how your clients can use it to meet their needs.

 Documents marked with this icon can be used directly with customers.

Guaranteed Income for Life

Why online quotes could be bad for your clients health (1313381) When you’re getting online quotes, you might not have all your client’s health and lifestyle information to hand. In this case, would you just click ‘don’t know’?
Information Prompt template - adviser version (1313323) How to use the FCA's information prompt template.
PS 17/12 Annuity quote information prompt Make retirees aware of whether the income offered is the best in the market.
Value Protection (5386) Our customer sales aid explains the Value Protection option using examples.
Pension Annuity factsheet (3041) Find out more about our pension annuity.
Pension Annuity GIfL Key features (1001) The key features of the pension Guaranteed Income for Life Solution (GIfL) provided by an annuity.
Pension Annuity application form (16076) A full copy of the pension annuity application form.
  Medical conditions factsheet (14293) The guide lists the most commonly prescribed medications and the main condition(s) that each one’s prescribed for. This information is only relevant for underwriting our GIfL solution.
  Pension Annuity Application form – editable version (1312951) A full copy of the pension annuity application form with editable fields.
Terms of the Just Pension Annuity (729) Download the terms of the Guaranteed Income for Life (GIfL), provided by an annuity.
Standalone Facilitation Agreement (15150)  A standalone copy of the Facilitation Agreement.
Pension Annuity Customer Guide (1311149) A guide to help customers understand the basics.