Which 4 providers offer plans to clients aged 55-59?
Aviva, More2Life, Stonehaven, Newlife
Aviva, LV, Hodge, More2Life,
Aviva. Partnership. Stonehaven, Newlife
Which Providers offer Enhanced plans?
Just Retirement, Partnership, Aviva, LV
Aviva, More2Life, Partnership, Just Retirement
More2Life, Partnership, Newlife, Just Retirement
What is the maximum age a client can take an LV Plan?
85
90
95
What is the minimum property value for Partnership?
£75,000
£100,000
£70,000
What is the minimum age for the More2Life Enhanced plan
55
65
60
What is the criteria for LV to offer a free valuation.
Free on properties up to £350,000
Free on properties up to £1,000,000
Free on properties up to £500,000
What is the criteria for Aviva to offer a free valuation.
Free on properties up £350,000
Free on Properties Up to £500,000
Which Providers offer plans in Northern Ireland
Aviva (excluding Enhanced) & Just Retirement (excluding Max Plus)
Aviva (including Enhanced) & Just Retirement (excluding Max Plus)
Aviva (excluding Enhanced) & Just Retirement (including Max Plus)
What are the minimum initial sums for a Hodge Drawdown plan?
£20,000 plus £5,000 reserve
£15,000 plus £5,000 reserve
£10,000 plus £5,000 reserve
Which of theses Providers does not allow partial repayments?
More2Life
Aviva
Newlife
What is the maximum percentage for the Just retirement Gilt charge?
15%
20%
25%
What is the minimum amount you can repay to LV?
£2,000
£5,000
£500 twice per year
What is the minimum Drawdown amount for Just Retirement?
£1,000
What are the minimum initial sums for the Aviva Lump Sum Max plan & the Flexible Option plan?
£10,000 Lump Sum Max & £15,000 plus £5,000 Flexible Option.
£15,000 Lump Sum Max & £10,000 plus £5,000 Flexible Option.
£10,000 Lump Sum Max & £10,000 plus £5,000 Flexible Option.
What is the maximum age for a Stonehaven plan?
80