Annuities - Personalised pricing & guaranteed rates

[jane.irwin]

Annuity rates are at their highest since 2009. This has sparked a renewed interest in them, and they may be the right option for clients that are retiring or already in drawdown.

Full health information can be entered and used, meaning your clients receive a fair price based on their individual circumstances.

Over 60% of people could receive more income in retirement due to lifestyle and medical factors* - JUST

With this in mind, the personalised pricing from the Iress service allows annuities to be considered based on the full circumstances.

Key Features

Quickly include medical details - efficiently navigate the drop down menus and textbox search functionality

Height and Weight - BMI is a crucial part of the underwriting process which is why we mandate it

Guaranteed Rates  - based on the CQF question set providers will guarantee these rates

Annuity + - electronically send the Health Questionnaire to your clients, streamlining the overall process

 Medical Summary report - quickly see a snapshot of the medical details

 Illustrations & Supporting Documents - conveniently access a personalised illustration and any Key Documents

Next Steps

If you would like to know more about how Iress The Exchange can support you deliver the principles of Consumer Duty, then please contact your Iress representative.

Alternatively, our team of experts are here to help you

Email - sourcingadoption@iress.com

Call us - 03450 530 490