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 Products   >  Post-Retirement Planning > Annuity Growth Account > Administration details

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            Administration details
 
Annuity Growth Account  
 

Administration details

Transfers

Full transfers from retirement annuities, personal pensions, executive pensions, SSASs, FSAVCs and Section 32 buy out plans including the tax free Pension Commencement Lump Sum (PCLS) amounts can be accepted from Money Purchase schemes. Alternatively Open Market Options can be accepted from money purchase schemes when the PCLS is paid by the ceding scheme.

Protected Rights funds cannot be accepted within the Annuity Growth Account. Where the transfer value includes Protected Rights funds a separate illustration will be prepared.

Partial transfers will be invested until the full transfer amount is received.

Quotes

To obtain a quote call 08457 22 62 32 or email Sales_Support

Applications

Please ensure the following are included when submitting applications:

• Application form – including the date your client received the ‘Your right to think over your options notice’

• Copy of the accepted Personal Example

• Original birth certificates, passports and marriage certificates where applicable

• Transfer questionnaire for each transfer if applicable

• A current P45 tax form, if relevant

• Trustees signature (for Open Market Options)

Please note that delays may occur if any of the above information is missing from the application.

Past performance is not a guide for the future. The value of units can fall as well as rise. Currency fluctuations can also affect performance. The value of the investment element of the Annuity Growth is not guaranteed and depends upon the performance of the selected funds.
 
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Canada Life Limited
Canada Life Place
Potters Bar
Hertfordshire
EN6 5BA
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This website is for UK financial advisers only and is not approved for use by private customers.
Canada Life Limited, registered in England no. 973271. Registered office: Canada Life Place, Potters Bar, Hertfordshire EN6 5BA
Telephone 08457 226232 Fax 01707 646088 www.canadalife.co.uk/ifa
Canada Life group consists of Canada Life Limited, Canada Life Asset Management Limited (both authorised and regulated by the Financial Services Authority), Canada Life International Limited and CLI Institutional Limited (Isle of Man registered companies authorised and regulated by the Isle of Man Insurance and Pensions Authority). All promotional material produced is approved by Canada Life Limited.