“Certainly helped me make some sense of the

'complex' pensions industry/products. Most useful.”

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Benefit from our expertise and enhanced terms

By referring business through us, it will generally be possible to achieve a higher level of income for your client, than under standard terms. We will do all the work to transact the annuity purchase and we will pay an introducers fee to you for passing the business to us (subject to our minimum fee). If you prefer, however, we can use this to further enhance your clients annuity.

Blackstone Moregate has a specialist annuity department and all work and liability for the advice is accounted for through our firm. The client will receive limited advice regarding conventional and enhanced annuities only. Any other annuity options will be referred back to the introducing IFA unless otherwise instructed. Once transacted the client will have no further dealings with Blackstone Moregate.


These terms are under constant review to ensure that we continue to provide the best rates for your clients. Simply complete the enquiry form and we will do the rest.

>> Enquiry form

Winsec Financial Services is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No: 03631973.

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