Multiple Annuity Quotes
PeterM
Member
Morning
Does anyone know if there are any annuity quotation portals that produce multiple quotes at the same time?
Ideally we are looking for one where we can input the client details once and then get quotes to cover off;
Single life, level
Single life, level with 5 year guarantee
Single life, level with 10 year guarantee
Single life, level with 3% escalation
Single life, level with RPI
Joint life, level 50% spouse
Joint life, level 100% spouse
Etc.
There used to be a system called TOMAS that did this and produced a nice report which gave clients an idea of the cost of the various options but it doesn't seem to be in operation anymore.
Thanks
Comments
You can use money helper for comparison quotes between providers, but you would have to re-run the search for all those different scenarios.
https://www.moneyhelper.org.uk/en/pensions-and-retirement/taking-your-pension/compare-annuities