The Annuity Centre

At Chartwell we can help you maximise your retirement income in five easy stages

• Stage 1. Speak to one of our retirement specialists who can run through any questions you have about your retirement. They can explain all the options available and the upside and downside of each possible course of action. The specialist will then run a Pre Retirement Report for you. (see example report)
• Stage 2. Review all of your annuity options by comparing and contrasting different options within your report.
• Stage 3. Select the most suitable option based on the information contained in the report and your dicussion with the annuity specialist.
• Stage 4. Contact your specialist who will research the market to find the most competitive rate for your annuity fund. They will even tell you if we cannot beat your existing provider
• Stage 5. Apply for the best annuity available. Our aim is to make the process as easy and straightforward as possible, so once you have decided upon your chosen annuity, all you need to do is sign the paperwork and return it to us.  We will deal with all the paperwork and liaise with your existing providers and your new annuity provider.  We do not charge any fees as we receive commission from the product providers.

We realise that annuties are not the only complicated aspect of pensions and retirement so please contact us on 0117 9170736 if you have any other queries.