Library

In this library you will find a selection of literature to help both you and your clients learn about our products and services. In addition to brochures and guides, you will also find application forms, sales aids, key features and trust forms which you can download and view.

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We give each document a unique reference number. If you look in the bottom left hand corner of the reverse of the document, you should see a code followed by a date. You can search by typing in the code – you don’t need to type in the date. (The date code is when the most recent version was given financial approval. It is not an expiry date).

Annuities - Adviser Portal Library - Pension Annuity

Application Forms

Title Reference Other versions
Supplementary Application Form (609kb) AN15011 Black & white document for Supplementary Application Form (609kb)
Pension Annuity for Jersey or Guernsey business only (680kb) AN01002 Black & white document for Pension Annuity for Jersey or Guernsey business only (680kb)
Personal Information Form - External customers (369kb) AN15095 Black & white document for Personal Information Form - External customers (364kb)
Pension Annuity Application (734kb) AN15004 Black & white document for Pension Annuity Application (734kb)

Servicing Forms

Title Reference Other versions

Brochures & Guides

Title Reference Other versions

Key Features

Title Reference Other versions
Key Features of the Pension Annuity and Enhanced Pension Annuity for Jersey and Guernsey business only (190kb) AN15039 Black & white document for Key Features of the Pension Annuity and Enhanced Pension Annuity for Jersey and Guernsey business only (187kb)
Key Features of the Pension Annuity (including the Enhanced Pension Annuity) (227kb) AN15036 Black & white document for Key Features of the Pension Annuity (including the Enhanced Pension Annuity) (224kb)

Sales Aids

Title Reference Other versions

Technical Guides

Title Reference Other versions
Pension Annuity - Statement of Facts (133kb) AN15102 -

Miscellaneous

Title Reference Other versions
Common Quotation Form (510kb) QUOTEREQUEST -
Your guide to shopping around for a higher income in retirement (96kb) AR01154 Black & white document for Your guide to shopping around for a higher income in retirement (94kb)

Terms & Conditions

Title Reference Other versions
Pension Annuity (including the Enhanced Pension Annuity) Terms and Conditions (183kb) AN15037 Black & white document for Pension Annuity (including the Enhanced Pension Annuity) Terms and Conditions (180kb)
Pension Annuity and Enhanced Pension Annuity - Jersey Plan Booklet (157kb) AN15040 Black & white document for Pension Annuity and Enhanced Pension Annuity - Jersey Plan Booklet (154kb)
Pension Annuity and Enhanced Pension Annuity - Guernsey Plan Booklet (158kb) AN15041 Black & white document for Pension Annuity and Enhanced Pension Annuity - Guernsey Plan Booklet (155kb)