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Downloadable Application Forms

There are a number of forms that you will need to complete in order for us to allocate you the best annuity. Find the appropriate forms below:

Once completed, please return forms to:

Simply Retirement

Unit 3 Harbourland Business Court

Boxley Road



ME14 4AJ 

For any help with completing these forms or enquiries please call: 01622 664440

These services are only available to UK residents.


Which Retirement Option?

Annuity Application Pack

Authority Letter Only


About Our Services and Fees

Terms and Conditions

Risk Profiler Questionnaire

Investment process

Retirement Process

Restricted Proposition

Client Privacy Notice

Complaints Brochure


Medical Questionnaires


Medical Questionnaire Full Info

Medical Questionnaire – Simply Retirement

    Maximise your pension!

    Complete this form to find the best annuity rates from the whole market

    Any information you submit to us adheres to our privacy policy.


    Why take Drawdown advice?

    The Financial Conduct Authority (FCA) produced a report called the Retirement Outcomes Review (MS16/1.3) in June 2018 which commented on how benefits were being taken since the Pension Freedom and Choice legislation was introduced in April 2015.

    Final Salary Pension Schemes

    This will effect you if you have a deferred Final Salary Pension plan or Defined Benefit Pension. If you are a deferred member, i.e., you have left your employer but the pension is not due for payment until your normal retirement date (65?), your right to a Cash Equivalent Transfer Value (CETV) may be affected.

    Budget 2014 – The key changes for annuities

    Using a Fixed Term Annuity or Drawdown will allow you to access 25% of your fund as a tax free lump sum and leaves the remainder of your benefits to be accessed under the further changes proposed from 2015. Therefore, in the interim, this leaves the door open for your options.