How My Pension Expert Can Help You
Lifestyle and how it impacts your annuity
Graham is classed as Overweight (he is 5’6 and his weight is 22.2 stone), is a taxi driver in Middlesbrough and
smokes 10 cigarettes/day.
We helped Graham get an extra 26.36%* income for the rest of his life by asking further information about his weight, where
he lives, his occupation and how much he smokes each day.
*Based on male age 65, single life, level, 5 year guarantee paid monthly in advance, Source - the Exchange, August 2013.
Shopping around can get more
Carol was 65 and about to retire, having saved into a personal pension plan for many years she felt it was time
to take the benefits. Her Friend had told her about the Open Market Option and that by shopping around she could get more
income for the rest of her life. She applied to her personal pension company for a statement of pension benefits which quoted
her an annual income of £5,000.
My Pension Expert shopped around and managed to get Carol £6,100 per year for the same pension pot, giving her an
increase for life of 22%.
Health problems can significantly increase your pension income
David had just turned 65 and was ready to retire; unfortunately he had been diagnosed with lung cancer.
Although David was happy in his work, he had now decided to look at his retirement options.
Based on his last pension forecast, David thought that retirement at 65 was an impossibility. However, we managed to help
David receive 114.5% more pension income because of his recent health problems.
Using My Pension Expert, the whole process was dealt with in an extremely friendly, efficient and professional
manner from start to finish and settled promptly. I have already suggested to my Brother who is due to receive a
pension in the near future that he contacts My Pension Expert.
Very friendly and also very professional
I was very happy with the whole process. Throughout everyone was very friendly and I was kept informed and documents
were promptly sent. There was no problem when I changed my mind over which type of Annuity to choose.
No fuss, no hassle...just good advice
Courteous, knowledgeable and professional throughout, giving me options for my small pension that hadn't been
My Pension Expert were expert at sorting my pension!
My Pension Expert were brilliant finding me the best deal for my annuity. Their adviser was wonderful. He was great
on the phone and nothing was too much trouble. Everyone I talked to on the phone were the same. I recommend this
company unreservedly. I have nothing negative to say at all.