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Annuities

Wesleyan Assurance Society, along with Retirement Line, can help you find an annuity that works for you and your retirement.
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  • Choose from a fixed or increasing income
  • Take up to 25% of your pension pot tax free
  • Find a great rate direct with Retirement Line
  • Get expert retirement advice from Wesleyan Financial Services

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Peace of mind for your later years

When you’re ready to collect your hard-earned pension pot, you can use some or all your money to buy a guaranteed income, normally for life, via what is known as an annuity.

Retirement Line is the UK’s largest annuity broker and can help you find the best rates on the market. They offer no-obligation guidance and quotes tailored to your financial circumstances and goals. Wesleyan will get a commission if you choose to buy an annuity with Retirement Line.

For further advice on annuities speak to a Specialist Financial Adviser  from Wesleyan Financial Services. As part of your wider retirement planning, we can help you decide how much of your pension pot to use and how long to receive an income for, helping you find peace of mind for your later years.

Please bear in mind that you can’t usually change your mind once you’ve bought a lifetime annuity

Product features

A guaranteed income for life

For those who enjoy the financial security of a regular income, a lifetime annuity gives you a guaranteed income for the rest of your life. Choose from monthly, quarterly, half-yearly or annual payments to suit your hopes and goals for life in retirement.

A higher income if your life expectancy is affected

If you’re a smoker or have a medical condition that affects your life expectancy, you may be eligible for an enhanced annuity. These provide a higher income than a standard annuity. We can help you understand the criteria and find one that’s right for you.

Take care of your family once you've gone

Worried about looking after your family when you pass away? Adding a guarantee period to your standard annuity will provide a dependant with an income for a chosen number of years. Or, if you want to give your partner or chosen loved one an income for life, you can buy a joint life annuity.

For those who enjoy the financial security of a regular income, a lifetime annuity gives you a guaranteed income for the rest of your life. Choose from monthly, quarterly, half-yearly or annual payments to suit your hopes and goals for life in retirement.

If you’re a smoker or have a medical condition that affects your life expectancy, you may be eligible for an enhanced annuity. These provide a higher income than a standard annuity. We can help you understand the criteria and find one that’s right for you.

Worried about looking after your family when you pass away? Adding a guarantee period to your standard annuity will provide a dependant with an income for a chosen number of years. Or, if you want to give your partner or chosen loved one an income for life, you can buy a joint life annuity.

What you should know before buying an annuity

There are a few things to consider before you apply for an annuity:

Once your annuity has been set up, it can’t be changed, so it’s important to think through any decisions you make around your pension and speak to a Specialist Financial Adviser if you need advice.

It’s vital that you’re honest about any health conditions you have, as you may be entitled to a higher income rate if you have a shorter life expectancy.

Where you receive advice from Wesleyan Financial Services, an Initial Advice Charge of 3% is deducted from your payment to pay for providing that advice.

Ready to find your annuity?

You can book an appointment with a Specialist Financial Adviser from Wesleyan Financial Services to get advice on your annuity options. Alternatively, visit Retirement Line to purchase an annuity directly.

Speak to our team on 0800 975 0140 or call Retirement Line on 0800 158 885

Frequently asked questions

A fixed annuity gives you a regular, consistent income for the length of the annuity. The rate is set when you buy an annuity and won’t change over the years, meaning you’ll know exactly what you’re getting and when.
An increasing annuity starts at a lower rate than a fixed annuity and will either increase over time by a set amount or with inflation. It can be useful if you expect your expenses to rise as you go through retirement, which could be the case with cost of care in your final years.
If you have an older Wesleyan Pension which offers guaranteed annuity rates or a contractual option for an annuity, we’ll send you a Retirement Options pack six months before you reach your selected benefit date. This will tell you if you have a guaranteed annuity rate or contractual option included in your plan.
If you’d like to chat to a member of the Retirement Team about annuities or your retirement options in general, call 0800 975 0140.
For a quick read on the pros and cons and various types of annuities, take a look at our guide to annuities.