Application Documentation

Added File Notes
31/05/2017 Adviser & Financial Intermediary Guide Adviser & Financial Intermediary Guide to the Primetime Retirement Fixed Term Drawdown Plan
19/11/2018 Key Features Document Key Features of the Primetime Retirement Fixed Term Drawdown Plan.
19/11/2018 Client Guide A Client Guide to the Primetime Retirement Fixed Term Drawdown Plan.
12/06/2018 Policy Conditions Policy Conditions of the Primetime Retirement Fixed Term Drawdown Plan.
06/04/2016 A Guide to our Partners - Shawbrook Bank Limited A Guide to our Partner - Shawbrook Bank Limited
02/04/2016 A Guide to our Partners - Castle Trust Capital Plc A Guide to our Partner - Castle Trust Capital Plc
06/04/2016 A Guide to our Partners - Astute Trustee Services Limited A Guide to our Partner - Astute Trustee Services Limited, our SIPP Provider for the Primetime Retirement Fixed Term Drawdown Plan
22/07/2016 Advised Sales Terms of Business Terms of Business and registration form for advised sales. Required before new business can be accepted from an Adviser.
12/07/2016 Financial Intermediary Terms of Business Non-Advised Terms of Business and registration form. Required before new business can be accepted from a Financial Intermediary.
07/04/2017 Quick Guide - Fixed Term Drawdown Plan A quick guide highlighting the key features of Primetime Retirements Fixed Term Drawdown Plan.
04/05/2018 Value Protection Guide A guide to the key features and benefits of Primetime Retirements Value Protection.
07/04/2017 Financial Services Compensation Scheme Cover Guide A guide to the Financial Services Compensation Scheme (FSCS), providing information on the level of cover that is included for Primetime Retirements products.
08/02/2018 A guide to our partners - Aldermore Bank Plc A guide to our partners - Aldermore Bank Plc
11/06/2018 Change of Income Form Form for clients to send to Primetime Retirement to change their income.
13/06/2018 Billy Burrows Fixed Term Annuity Guide An independent guide written by annuity specialist Billy Burrows.