A Case Study on Increasing your Pension Income at Retirement

The Client’s Story

Mr E was approaching his 65th birthday and looking to retire and take his pension. Over the years he had acquired various pension plans totalling approximately £100,000, as well as a small amount of savings.

Mr and Mrs E were in general good health. However Mr E recently began taking medication for high blood pressure and Mrs E was a smoker.

Due to their circumstances, Mr and Mrs E wanted to maximise their income in retirement.

Our Financial Advice

Rather than purchase their pension with the existing providers, AFS took into account their medical history and shopped around to get the best possible income.

We used their medical history to maximise their income. We managed to increase their income by 15% by purchasing an annuity with a specialist impaired life annuity provider.