Simply Retirement
SR
Financial Advisors
Simply Retirement
Unit 1, Maidstone ME14 3DN
# Simply Retirement
Simply Retirement is a specialist financial advisory firm and annuity broker based in Maidstone that helps individuals approaching or in retirement secure better income rates on their pension pots. Operating as a whole-of-market comparison service, they research annuity rates across major providers including Prudential, Aviva, Just Group, Legal & General, LV, Canada Life and Standard Life to identify the most competitive deals for their clients.
The firm primarily serves people with defined contribution pensions who need to convert their pension fund into a guaranteed income stream. Their core proposition centres on the claim that clients can receive up to 40% more income by using their brokerage service compared to approaching providers directly, leveraging their size, expertise and relationships with insurers to negotiate superior rates.
What distinguishes Simply Retirement is their transparent, commission-based model where annuity providers pay arrangement fees rather than clients bearing direct costs. They position themselves as independent advisers who can guide clients through retirement income options beyond annuities alone, including pension drawdown strategies. This advisory capability acknowledges that an annuity may not be the optimal solution for every retiree.
The business has streamlined the application process through a simple online form requesting essential information: personal details, date of birth, pension fund value and tax-free sum preferences. This enables rapid quote generation across their partner network, transforming what is typically a complex financial transaction into an accessible, customer-friendly experience for individuals managing one of retirement's most significant decisions.
Simply Retirement is a specialist financial advisory firm and annuity broker based in Maidstone that helps individuals approaching or in retirement secure better income rates on their pension pots. Operating as a whole-of-market comparison service, they research annuity rates across major providers including Prudential, Aviva, Just Group, Legal & General, LV, Canada Life and Standard Life to identify the most competitive deals for their clients.
The firm primarily serves people with defined contribution pensions who need to convert their pension fund into a guaranteed income stream. Their core proposition centres on the claim that clients can receive up to 40% more income by using their brokerage service compared to approaching providers directly, leveraging their size, expertise and relationships with insurers to negotiate superior rates.
What distinguishes Simply Retirement is their transparent, commission-based model where annuity providers pay arrangement fees rather than clients bearing direct costs. They position themselves as independent advisers who can guide clients through retirement income options beyond annuities alone, including pension drawdown strategies. This advisory capability acknowledges that an annuity may not be the optimal solution for every retiree.
The business has streamlined the application process through a simple online form requesting essential information: personal details, date of birth, pension fund value and tax-free sum preferences. This enables rapid quote generation across their partner network, transforming what is typically a complex financial transaction into an accessible, customer-friendly experience for individuals managing one of retirement's most significant decisions.
Services offered
Whole-of-market annuity comparisonAnnuity rate research and negotiationPension drawdown guidanceRetirement income planningTax-free sum adviceAnnuity provider arrangementIndependent retirement solutions consultationFree annuity guide provision