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Joseph, Gloucester

July 24, 2016Case Studieswebmaster

Joseph from Gloucester had a gross pension fund of £99,500. After taking is 25% tax free cash, he was left with £74,665 to purchase his lifetime annuity. Having submitted his details to Insurance Surgery he was passed onto a Retirement Consultant at Retirement Solutions (UK) Ltd.

Joseph suffers from Asthma and is a smoker. The standard annuity quote at that time was offering John an income of £3,706pa with no enhancement for his health and lifestyle conditions.

Having spoken to a specialist who went through a detailed questionnaire regarding health and lifestyle, Joseph secured a guaranteed income of £4,401pa. This annuity also guaranteed 50% of the income for John’s spouse for the rest of her life should John have passed away.

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