Annuity Broking Service

If you're a pension provider, a financial services brand or a company who has a significant presence in the mature market, it's likely that you'll have a large number of customers who are approaching retirement. Our annuity broking service will support your customers in identifying an appropriate individually underwritten guaranteed income. This service will not only provide your customers with a great result, but also offers you an additional service and commercial opportunity.

Benefits to you

  • An additional, income generating service offering that can be white labelled to suit your objectives.
  • A multi-channel approach that can be integrated with, or complementary to, your existing operations.
  • We will take regulatory responsibility for the customer journey.

Features of the service

  • We operate a phone and online service, where customers are taken through the options specifically relating to their needs, and are helped through the process until the policy is live.
  • Our supporting online service provides a comprehensive explanation of the choices available in retirement, as well as tools to support the education and decision process.
  • Uses the industry best practice for customer data acquisition and has access to all the rates available in the open market. 

Benefits to the customer

  • They receive all the information they need to fully understand the options available to help make informed decisions.
  • We'll support the customer in identifying the right annuity for their specific situation.
  • Full end to end support, both online and with a named contact in our UK based call centre.

Commercial details

We operate a range of commercial solutions dependent on a partner's specific objectives.

Please contact us to discuss your requirements.