Annuity Quotation Tool

Why use the annuity quotation tool?

Our online annuity quotation tool allows you to conveniently run annuity quotes to secure competitive annuity rates for your customers in less than 2 minutes. It is easy to use and allows you to print and/or save multiple quotes for your customers.

All our annuity quotes provide a unique extended guarantee, supporting your customers in securing the best annuity rate throughout the purchase process.

The annuity rate used in our quotation is guaranteed for 14 days from the date of the quote if all details remain the same. If we receive the application within this 14 day period, we'll hold the rate for a further 30 days from the date we receive the application, to allow time to receive the purchase amount. If the purchase amount is received and all requirements are met during these 30 days, we'll use the higher of the rate given in the quotation or our current annuity rate at the time of processing. If anything changes in relation to the options selected, customer information or the purchase amount, you'll need a new quotation.

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Our calculator will allow you to quote for;

• Annuity purchase amounts up to €1,000,000
• Commission of up to 3%
• Single and joint annuity
• Guaranteed period of up to 10 years
• Joint annuitants payment of up to 100%
• With or without overlap
• Payment frequency of monthly, quarterly, half-yearly and yearly
• Payable in advance or in arrears
• Backdated annuity
• Yearly increase of annuity payment of up to 5%