How to apply for a
Guaranteed Pension Annuity
With the right professional help and advice, applying for a Hodge Lifetime Guaranteed Pension Annuity can be a simple process. The following information should help you to understand the procedure.
Step 1 Contact your Independent Financial Adviser
Discuss your requirements with your Independent Financial Adviser. If you do not have a financial adviser you can find one by visiting www.unbiased.co.uk
Step 2 Obtain a quote
Once you have discussed your annuity requirements with your financial adviser, he/she can obtain a quote from us for you to compare with other annuity providers.
Your Hodge Lifetime quote will contain details of the income you could receive and should be read in conjunction with our Key Features.
It is important that you read these documents carefully to ensure you understand the features of the product, and ensure that they meet with your individual requirements.
Step 3 The application process
Once you have decided to apply for a Hodge Lifetime Guaranteed Pension Annuity, your financial adviser will help you to complete the necessary paperwork.
Please note: Applications must be submitted via a financial adviser. Any received directly from customers will be returned.
Step 4 What happens once you have applied
On receipt of a fully completed application, we will send you our welcome pack and contact your pension fund provider(s) to advise them of your purchase and request the purchase money.
If there are any errors, or missing information within your application we will contact your financial adviser immediately.
Your annuity will start once we receive all of your purchase money. This should take between 2-4 weeks but we will chase your provider(s) regularly to help speed things along.
As soon as we receive all of the purchase money, provided you are within the guaranteed rate period we will accept your application. If not, we will send your financial adviser a final quote to agree on your behalf.
Once accepted your annuity will commence straight away. We will send you written confirmation of this along with a Policy Schedule to be kept with your other annuity documents.
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Financial Adviser
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