Impaired Life Annuities
  Enhanced pensions and annuities at no extra cost
 

Enhanced Annuity Illustration Request Form

Please complete the form below and your annuity quotation will be emailed to you. Quotes are available to UK citizens only

All information is submitted in strict confidence and you are never under any obligation to proceed.

The impaired or enhanced annuity quotes we provide do not represent personalised advice and are not a recommendation that any product matches your circumstances. If you should have any doubts please contact an independent financial adviser so that your individual circumstances can be considered.

Your Details

 Your Full Name

 Address 

 Telephone Number

 Email Address

 

 Date of Birth dd/mm/yyyy

 

 Do you smoke

 Yes

 No

 If yes, type of tobacco smoked

 How long have you smoked

 Amount smoked per day

 Height

 Weight

 Marital Status

 Occupation

  Full time

  Part time


 

Previous Occupation if no longer working

Summary of your Medical Conditions

 

 CONDITION 1

 

 Date Diagnosed

 

 Any Specialist Investigation

 Treatment and Medications Taken  including Daily Dosages.
 CONDITION 2
 Date Diagnosed
 Any Specialist Investigation
 Treatment and Medications Taken  including Daily Dosages.
 CONDITION 3
 Date Diagnosed
 Any Specialist Investigation
 

 Treatment and Medications Taken  including Daily Dosages.

 

Spouse Details - For Joint Applications

 

 Spouse Full Name

 

 Address 

 

 Date of Birth dd/mm/yyyy

 

 Do you smoke

   Yes
    No
 

 If yes, type of tobacco smoked

 How long have you smoked

 Amount smoked per day

 

 Height

 

 Weight

 

 Occupation

 

Previous Occupation if no longer working

Summary of Spouses Medical Conditions

 

 CONDITION 1

 

 Date Diagnosed

 

 Any Specialist Investigation

 Treatment and Medications Taken  including Daily Dosages.
 CONDITION 2
 Date Diagnosed
 Any Specialist Investigation
 Treatment and Medications Taken  including Daily Dosages.
 CONDITION 3
 Date Diagnosed
 Any Specialist Investigation
 

 Treatment and Medications Taken  including Daily Dosages.

 

Pension Annuity Details (using funds from a pension plan)

 

Total amount of Pension Fund after deduction of Tax Free Cash lump sum if applicable

 

Total amount of any 'Protected Rights' benefits?

 

Does this pension provide a 'Guaranteed Annuity Rate'?

 

Original source of pension fund

 

Do you require your Annuity to escalate

 

Do you require the Annuity to have a Minimum Guranteed Period

If you require a spouses pension, what amount do you require to be paid to your spouse on your death? Please ensure spouses details are completed above.

Purchased Life Annuity Details (using your own funds)

 

Purchased Life Annuities and Immediate Needs Annuities, Lump Sum Available

Do you require your Annuity to escalate

 

Do you require the Annuity to have a Minimum Guranteed Period

 

Joint life plans only: if you require a spouses pension, what amount do you require to be paid to your spouse on your death

Please note:

 

Escalating annuities, Guarantee periods and joint life annuities will result in lower initial annuity income when compared to level, single life annuities with no guarantee.

Any Other Comments

Data Protection Act 1998: By sending this illustration request you consent to the above medical information being used by our annuity providers for the purpose of providing you with an annuity quotation without cost or obligation. Your details are protected by the Data Protection Act and will only be used to complete your annuity quotation.

Or print off and send by post to:
Biggerpensions.com
Eckington Business Centre
62 Market Street, Eckingtion
Derbyshire
S21 4JH