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0808 156 2693

Policy check

You are unique, which is why we take the time to find out about you, your family and your retirement income needs. So when it comes to helping you choose the right annuity we can be confident you have thought about what's important to you.


Policy check


Take advantage of a free policy paperwork check where we’ll:

  • Look for any clauses that could mean you lose money by moving to a different pension provider
  • Read through all the technical jargon and then explain it to you in plain English
  • Tell you about any bonuses or guaranteed rates you may have that apply to your policy
  • Check if you are entitled to more than the standard 25% tax-free cash
  • Complete all of the paperwork for you
  • Compare like-for-like quotes to ensure you are getting the right deal
  • Liaise with your provider to ensure a smooth transaction with the transfer of your funds and tax-free cash
  • Ensure the correct forms are sent to prevent any delays

Send us your existing policy paperwork and we'll decipher the small print for you, free of charge.

Request a policy check

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Key promise

Customer satisfaction is at the heart of everything we do; we pride ourselves on being independent, transparent, supportive and straightforward. We're passionate about helping you to make the most of your finances when you’re in or approaching retirement.

0808 156 2693

Monday - Thursday, 9.00am - 7.30pm

Friday, 9.00am - 5.30pm

Saturday, 9.00am - 1.00pm

Sunday, Closed - all day