Saga Annuity service
How can we help you?
Do you need to buy an annuity (are you retiring) in the next 2-3 months?
Is your pension an occupational final salary scheme?
There is no need to do anything connected with annuities yet, other than ensuring that your pension schemes are properly funded. If you wish to take independent financial advice on this matter please contact Saga Personal Finance on 0800 0153 257.
Unfortunately we cannot provide advice on final salary schemes. Contact your scheme administrator for more information. If you need to purchase an annuity please contact us on 0800 300 555.
Is each of your pension policies a minimum value of £10,000 and is minimum total value of all your policies £20,000?
Is your total pension valued at £100,000 or more after taking out any tax–free cash you wish to release?
Unfortunately we cannot provide research and brokerage on individual funds of less than £10,000 and total pension pot of less than £20,000 ‘after taking out any tax-free cash you wish to release’. We suggest you contact your existing pension provider.
An annuity may not be the only option for you and there may be more suitable alternatives available. If you would like to discuss this matter with an independent financial adviser, please contact Saga Personal Finance on 0800 0153 257.
To request a FREE consulation with a specialist advisor, please call 0800 300 555 stating reference number 5S943 or fill in our online form.