Forms

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
Maidstone
Kent
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 Profiling Questionnaire – Accumulation
Risk Profiling Questionnaire – Decumulation
Centralised Investment Process
Centralised Retirement Proposition
Restricted Proposition
Client Services Proposition
Client Privacy Notice
Complaints Brochure

Medical Questionnaires

Medical Questionnaire Full Info
Medical Questionnaire – Simply Retirement

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Note

A pension is a long term investment. The fund value may fluctuate and can go up and down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

Approved by In Partnership FRN 190859 September 2024

Simply Finance Limited trading as Simply Retirement is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Number: 5154149. Registered Office: 57 Castle Street, Canterbury, Kent CT1 2PY.