At Heritage, we understand the importance of securing a comfortable and stress-free retirement. Whether you’re planning ahead, managing your current pension, or looking for ways to optimise your retirement income, we offer a range of products designed to suit your needs.
ANNUITIES
Our annuities are designed to help you convert a lump sum of money into a regular income once you stop working, offering both convenience and peace of mind. It is a popular choice for those seeking a steady and predictable income during retirement.
Annuities provide a reliable income stream that you can depend on for a chosen period or the rest of your life. This can help you plan your expenses and maintain your desired lifestyle.
· Lifetime Annuity: This provides a guaranteed income for life, ensuring you receive regular payments for the rest of your life.
- Fixed Term Annuity: A fixed term annuity provides an income for a specific period of time. This gives you greater flexibility if you have specific financial goals.
- Enhanced Annuity: Enhanced annuities consider your health and lifestyle factors, potentially providing higher income payments if you have certain medical conditions or lifestyle habits.
- Investment-Linked Annuity: These annuities offer the opportunity for income growth by linking your annuity to investments such as stocks or bonds. However, returns are subject to market fluctuations and risks.
Get Started Today
At Heritage, we’re here to help you plan for a successful retirement. Whether you’re just starting out, preparing for retirement, or already living in it, our range of retirement products is designed to meet your needs. Contact us today to learn more about how we can help you build the retirement you’ve always dreamed of.
CLIENT FOCUSED | INDEPENDENT | INNOVATIVE | INSIGHTFUL