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Retirement Advantage Plan

This is a Lifetime Annuity Product and we will set up an enhanced annuity policy for each of the purchase monies received from each pension provider. All members of registered pension schemes providing money purchase benefits are eligible for this product. Purchased life annuities and scheme pensions are not covered. The customer will receive separate direct credits for each plan, and can choose separate options for each plan.

Pension Annuity Transfer Plan

This product is a combination of a Personal Pension Plan and a Lifetime Annuity. Transfer values are paid into the PPP which will be used for immediate vesting purposes. When all monies have been received from the pension providers we will set up one enhanced annuity policy for the total funds, after paying any pension commencement lump sum. All members of registered pension schemes providing money purchase benefits are eligible for this product, plus any business where the individual has full discretion as to the type of annuity they have. This will include money purchase individual, executive and small occupational schemes.

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Common Quotation Form

Supplementary Paper Application Form - to be used with the CQF

Enhanced Annuity - Key Features

Enhanced Annuity - Product Fact Sheet

Enhanced Annuity - Application form - To be used on its own and not with CQF

Why MGM Advantage

Adviser Charter

MGM Advantage - Designs for Retirement Customer Charter

Individual Registration Form

Agency Request Form

Cancellation Form

IFA Verification Document

Frequently Asked Questions