Heath Lambert and Partnership launch annuity portal

clock

Leeds-based advisory firm Heath Lambert has teamed up with Partnership to launch a direct-to-consumer annuity portal.

The portal allows consumers to go through the underwriting process, get quotes and apply for annuities in once place. Heath Lambert's proposition provides annuities from a panel of ten providers for clients with pension pots of over £40,000. This panel includes Aviva, Legal and General, Canada Life, Aegon, Prudential, Living Time, Hodge Life, LV=, Just Retirement and Partnership. However, for clients with less than £40,000, it only offers enhanced annuities from Partnership and standard annuities from Canada Life. Stuart Grennan, director of Heath Lambert, said the firm chose Pa...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •