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Enhanced pension annuity quotation request form

Retirement health and lifestyle form - Home 2025

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The document is a comprehensive Retirement Health Form used to request enhanced pension annuity quotations. It requires personal and medical information from the applicant and their dependants, which is crucial for insurers to provide accurate quotes. The form includes sections for personal details, medical assessments, financial adviser information, and pension details. It emphasizes the importance of providing accurate health information, as discrepancies may affect annuity income or policy validity. Additionally, it outlines data protection rights and consent regarding the sharing of personal and medical information with participating providers.

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