Mr Hunter, age 65, reached his normal retirement date with multiple policies. He had five plans with Canada Life, Abbey Life, Prudential, Barclays and Scottish Widows. We amalgamated his plans and added the funds together to obtain him a better rate. Mr Hunter also suffered from Diabetes (type 2) and high blood pressure. Both he and his wife also smoked more than 10 cigarettes a day. We sourced an enhanced annuity from Liverpool Victoria (LV) with a spouse’s pension (widow’s benefit) in the event of his death.
Mr Hunter commented:-
‘I am very pleased with the results. You were very helpful with the important decisions I needed to make. To everyone at Simply Retirement, thank you very much.’