We have been working with IPs for a number of years and this relationship led to the idea to purchase annuities and enable the IP to close their file.  We first introduced the service at the SESCA meeting back in April 2006, and have had a great deal of interest and have dealt with hundreds of cases. If your firm has old bankruptcy cases where perhaps the only viable asset is a regular pension annuity, then why not have a look at what we have to offer? It is a very simple procedure - briefly:

 

· We pay you a lump sum multiple of the net annuity in return for the right to the annuity income;

· We take care of all administration;

· We take over all future dealings with the client and the insurance company (and the responsibility to check the client is still alive);

· You close the file.

· We are interested in purchasing any case irrespective of size.

 

Incidentally, we do of course appreciate that most IPs are very busy people, and that these old cases are very much a low priority. We would be happy to arrange a mutually convenient appointment for one of our advisers to visit your office to discuss this in more detail or to review your files.  Otherwise, initially all we need from you is completion of a simple spreadsheet, after which we can make an offer to purchase the annuity.  Of course, if you have any queries, or if you would like to discuss the service with us further, then please feel free to contact us either by email or telephone.

 

We look forward to hearing from you.

 

Regards

 

Nigel Poole

 

How can I find out more?

 

Contact us for more details. Alternatively, just link to our simple data capture form and we will let you have a quote and tell you how we can help.