Key facts
- Guidance is intended to help you understand your retirement options, but it won’t make specific recommendations or tell you what you should do.
- We'll help you select the most suitable guaranteed income (annuity) provider based on your personal health and lifestyle.
- We provide a dashboard where you can compare the annuity prices for all the companies in the market.
- It's suitable for anyone with £10,000 or more in pension savings
Reading time
3 mins
What you need
Read more about annuities
Key themes at a glance
Cost
Our guidance is available at no cost to you
Personal quotes
You'll be able to run as many example quotes as you want, to find the best one for you
Health
The amount you could get paid from an annuity will be higher if you have any health issues
Pension Potential guidance
To provide personalised annuity quotes we need to collect information about your health and lifestyle.
We call this process the 'guidance journey'.
The journey is broken up into six stages which will take approximately 30 to 60 minutes altogether to complete.- Identity check
- Your lifestyle
- Your medical conditions
- Your daily life
- Your quotes
- Finalise your application
You're welcome to leave and re-join the journey as often as you need.
We deal with the whole annuity market:
“This solution tackles some big questions by bringing together key information in one place, backed up with a person to talk to if it feels overwhelming."
Boring Money
Financial Consumer Website