Mr Closhosy, aged 64, was approaching his 65th birthday and due to retire. Instead of accepting the offer made by his current providers (Scottish Life, Scottish Widows and Friends Life) he made an enquiry with Simply Retirement Ltd to research the entire annuity market. We recommended Aviva for his annuity. We combined his 3 existing policies and increased his annuity income by a significant amount. We provided him with a number of options so he could select the right annuity for his circumstances.
Mr Clohosy stated:-
‘I would recommend Simply Retirement without hesitation as the process was trouble free and took a lot off my mind when looking at the various options. Thank you to all of you.’