Brian Bell, aged 65, had a pension policy with Halifax Financial Service. By researching the whole annuity market, we found a better annuity rate from Legal and General. He purchased a single life annuity with a 5 year guarantee period. He received over 15% more income by shopping around. We dealt with the transaction and all the paperwork for him and there was no additional cost to him. Legal and General paid our commission.
Mr Bell Stated:-
‘After initial contact made on the internet, it was unclear after that who I needed to talk to. After one or two phone calls (as I prefer to deal with people and not merely use internet or post) I found Nicola to be excellent in her communication’