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Immediate Needs Annuity Quote
  Benefits of Our Service

Yes
Free needs quote - Receive your no obligation immediate needs annuity estimate of the funds you need
Yes Cap the cost of care - Limit the total cost of long term care
Yes Inflation proof the income - Meet future rise in care costs
Yes Reduce inheritance tax - The annuity can reduce IHT liability
Yes Specialist advice - We can help you select the best option

 

Submit your details   We find the best income for you   Apply if you are happy to proceed
     
 
Free Needs Annuity Quote
Your details are only used in relation to your immediate needs annuity enquiry. We have assumed you are completing this form on behalf of the applicant, therefore please state your relationship with them (e.g. son, daughter, friend, care home manager etc) and give your name and contact details below.
 
Please let us know which service you would like:  
FREE Quote * Full Needs Report
The free quote service can also include securing guaranteed offers from all the providers but this may require further medical information about the applicatant.
 
 

     
 
Your details
 
Are you completing form for the applicant?
Yes: No:
 
Relationship with applicant *  
 
Timescale considered for changes *  
How did you find our website *  
 
Name *
 
Address 1 *  
Address 2  
Town/City *  
County/Country (if overseas):  
Postcode *  
 
Email address *  
Phone number *  
 
Applicant's Name
 
 
Applicant's date of birth (eg DD / MM / YYYY)  
Applicant's gender  
 
 

     
 
Funds for needs annuity
Please indicate the total annual cost of care. The income provided by an annuity is usually the annual care costs less existing annual income (you may wish to add more annuity income to cover personal expenses).

Please also indicate below if you have secured NHS funding or support from the Local Authority to cover some of the costs of care and this should be included in the existing annual income.
 
Total annual cost of care *  
Existing annual income *  
Income provided by the annuity *  
Or Lump sum available  
 
Funding from the NHS?:
Yes: No:
 
Funding from the Local Authority?:
Yes: No:
 
Please complete the following if you are currently being provided with care:  
Not currently receiving care:  
Care Home (with nursing care):  
Care Home (no nursing care):  
Own Home:  
Other:  
 
Duration of care to date (if applicable):  
 
 

     
 
Medical Conditions
Please indicate if the applicant suffers from or has so in the past, any of the following diseases or impairments:
 
  No Yes  
  No Yes  
Cancer  
Stroke  
Diabetes  
Heart Failure  
Pneumonia  
Respiratory Disease  
Pressure Ulcers  
Contracture  
 
Please indicate if one or more of the following disabling diseases have been diagnosed:
  No Yes  
  No Yes  
Dementia  
Multiple Sclerosis  
Motor Neurone Disease  
Parkinson's Disease  
 
 

     
 
Activities of daily living
Please indicate if your relative has difficulty with any of the following Activities of Daily Living:  
  Good Poor  
Communication  
Orientation  
Continence  
 
Please indicate if you r relative is independant or needs help for any of the following Activities of Daily Living:
  Independent Needs Help  
Dressing  
Transfer (bed to chair and back)  
Toilet use  
Stairs  
Nutrition and feeding  
Additional comments you would like to make:
This quote service is free of charges and by submitting this form you are not under any obligation or commitment to purchase an annuity through us.

Your personal data is and the information you are sending is secured by GeoTrust and verified by Equifax. Please ensure you have reviewed the following before continuing:

Terms and Conditions Privacy Policy Contact Us
 
 
 
 
Notices: We make every effot to ensure we accurately represent these products and services and their potential for producing income for people retiring. Examples of income and fund values available may depend on your age, amount invested, income selected, return on investment for the underline assets and results vary for each individual. This page is for marketing purposes only and does not provide specific financial or legal advice with enquiries submitted to Blackstone Moregate Ltd, which is authorised and regulated by the FCA (no. 459051) Bury House, 31 Bury Street, London, EC3A 5AR. Website security issued by GeoTrust and Equifax. Copyright©2001-17 Sharingpensions.co.uk. All Rights Reserved.
 
You can call our experts to ask questions
Ask for an impaired quote

Simply speak to our annuity expert Colin Thorburn if you need to discuss your options or would like us to take your details for the immediate needs quote, please contact us on:
Call 020 8816 7501
Monday - Friday 9am-6pm

Calls from overseas:

+44 (0) 20 8816 7501
 
Our London address:
Bury House, 31 Bury Street, London, EC3A 5AR
Important information
you need to know
Ask for an impaired quote

An immediate needs annuity quote gives you an indication of the fund required for care.

It is suitable for an elderly relative entering a residential or nursing home. The cost of this cover is usually 4 to 5 times the annual income required (eg £10,000 in annual income would need capital
of between £40,000-£50,000).

For guaranteed offers from providers, further medical information would be needed including a report from a relatives Doctor in order to secure the best offers from providers.
About our services
Ask for an impaired quote

FREE Quote
By submitting this form you are not under any obligation or commitment to purchase an immediate needs annuity from us. The quote service will give you an estimate of the income or fund required for care fees and is free of charge.

With more detailed information about the applicant this free quote service can also provide you with guaranteed offers from the immediate needs providers.

Full Needs Report
A full needs report on your relatives needs options includes insurance, investment and immediate needs annuity.

The report secures guaranteed offers from the immediate needs providers requiring more detailed information about the applicant requiring a form to be completed which we would send to you.

Providers request information from the Doctor in order to make their best guaranteed offer. The fee is from £500 for this service.

How we can help
If you need further information or wish to proceed with an immediate needs annuity guaranteed offer our expert advisers can process all paperwork on your behalf and deal with the provider's administration.