Secure Lifetime Income 

Here are some useful documents to help you and your clients get the most out of Secure Lifetime Income.

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

Secure Lifetime Income

Key Features Document The key features of Secure Lifetime Income.
  Adviser Guide

 

Information to help you decide how best you can use SLI and how it can form a valuable part of a Centralised Retirement Proposition.

 

Customer Guide Client-facing information about Secure Lifetime Income
Case Studies Showing how Secure Lifetime Income can provide more effective retirement income to clients in different situations.
  Technical Description of Cash-in Value (Adviser) Detailed explanation of the Secure Lifetime Income cash-in values for advisers.
Technical Description of Cash-in Value (Customer) Detailed explanation of the Secure Lifetime Income cash-in values for your clients.
Technical Summary
A technical summary of Secure Lifetime Income.

Frequently Asked Questions

Frequently asked questions about Secure Lifetime Income.
  Secure Lifetime Income vs Traditional Annuity How Secure Lifetime Income differs from a traditional pension annuity.
  Terms & Conditions

 

The Secure Lifetime Income Plan Terms & Conditions

 

  Indicative Rate Card

 

Examples of how much it could cost to buy Secure Lifetime Income

 

Income Payment Dates The dates income will be paid based on when you apply and when we receive the purchase price