Income Analysis - Joint Life - Annuity

This article is a continuation of Income Analysis - Joint Life - Other Incomes

From Provider Quote

An annuity quote will automatically generate when clicking into the Annuity tab. This is an Indicative quote based on the projection:

From Projection

This is the best available Open Market Option annuity income obtained from the panel of annuity providers available.

If not complete, enter both client's smoker status and postcode:

Click Get Quote

A provider quote will be returned.

Repeat for the second client:

Click Get Enhanced Annuity Quote if needed. This will open Synaptic Webline in a new tab.


Untick Include Indicative Annuity Income if not required.

Override Annuity Quote