Case Study

Once, Twice, Three times a winner.

Mr Jameson knew that shopping around could potentially increase his retirement income, but even he was surprised to find out that he was able to increase this in 3 separate ways.

Mr Jameson had pension plans with Canada Life and AXA totalling £240,000.  He asked Chartwell Annuity Centre to review the annuity market place to see if we could obtain a higher income for him and his wife.

The first increase was due to the fact that the leading conventional annuity provider was offering higher levels of income than his existing pension providers.  The second increase was as a result of both Mr and Mrs Jameson being eligible for an enhanced annuity due to existing medical conditions. The final increase was due to the commission discount offered by Chartwell due to the size of the pension funds.

All in all Mr Jameson was able to increase his annuity income by over £1,000 per annum for the rest of his life just by taking a little time out to speak to an annuity specialist.

Mr Jameson said “I am extremely happy with the level of annuity income I now receive. The information provided to me by Chartwell was easy to understand with phone calls and correspondence being responded to promptly and in an efficient manner and I had one main point of contact to discuss matters with if needed. I felt comfortable in the knowledge that Chartwell were doing everything they could to find me the best deal available and I was impressed with the high level of personal service provided”

A five minute conversation with one of our annuity specialists could provide you with an extra £20,000* of retirement income. Contact us today on 0117 9170736.