Enquiry Form

Arranging an income from your pension is just one important part of the financial planning process.

When considering your options you should ask yourself three questions

1) Do you want your annuity to continue paying an income to your spouse/partner on your death?

2) Do you want a fixed annuity, or one that will protect you from inflation?

3) Do you smoke or have any medical conditions that may increase your annuity income?

Please complete our quick no-obligation form and one of our retirement option specialists will
be in touch within the next 24 hours.

Please complete all fields

Title

First Name

Surname

Gender

Marital Status

Date of Birth

Smoker?

Medical Conditions?

Value of Pension Fund

Daytime Telephone

Email

 

Important: By submitting this form I understand that an Adviser from Blackstone Moregate will contact me to discuss my requirements, with the initial consultation free of charge.

 

 

Your information will be treated as private and confidential except where we are permitted by Law or where disclosure is made at your request or with your consent. You have the right of access under the Data Protection Act to your personal records held on our files.

Winsec Financial Services is an appointed representative of Blackstone Moregate Limited. Authorised and regulated by the Financial Services Authority. FSA Registration No: 459051.