An annuity is a type of retirement income product provided by an insurance company that allows you to convert your pension fund into a secure income for the rest of your life.
There are many different options including:
• Single life
• Joint life (with different spouse’s pension levels)
• Escalating by a fixed percentage or RPI
• Enhanced, where someone can receive more income if they have illnesses or lifestyle issues such as smoking
Every person and their retirement income needs is different. At Dawn Slater Wealth Management, we’ll help determine if an annuity is right for you and, if so, what type. We’ll then help you apply and put it into place so that you have peace of mind over receiving the income you’ve chosen.
No matter what your position is or whether you are pre-planning we can and will be able to help you. We also offer a completely free consultation so all you need to do is give us a call today on 01635 551926 to find out more
We would like to say that 'Until 2004 we managed our own investments but then saw in a daily newspaper that Dawn was 2nd in a competition for the UK's best female financial advisor. She was based near us and we went for an initial meeting where we found her very straightforward and informative. She has invested since in areas far beyond our limited expertise and has increased our portfolio and managed it to our entire satisfaction. We are worry free, trust her implicitly and it was the best financial decision we ever made. We are able to keep in good contact with her and we look on her as a friend as much as an advisor. We would feel genuinely lost without her.
Dawn started looking after my pension around 1990. A target was set for each year and I was supplied with an annual detailed review showing progress. She has always made herself available either on the phone, in person, or by email if there were any queries or just to chat about the overall state of play. I followed Dawn’s instructions over the years with the result that by 2012 pension funds had grown to target and I was able to take the pension earlier than predicted and it allowed me to work part-time. I value Dawn’s advice and she continues to steer my savings. Without her I feel I would not have had such a good result.
Thanks to Dawn Slater's invaluable, dedicated and totally reliable advice over several years I can quite simply say that I am more than happy to continue relying upon Dawn Slater Wealth Management to advise and invest for me.