End to end Annuity System
“Retirement Systems has built a bespoke system to allow NFUM to provide retirement help and advice to its members. The system allows NFUM to provide an annuity quote from them and compare the market.”
We have been working with NFUM since the beginning of 2016. NFUM needed the ability to help their pension holders who were approaching retirement. NFUM provides their members with an annuity price from NFUM but also compares the market to ensure that their members get the best retirement income either through NFUM or with another provider.
The system supports all the details required to get a full impaired and enhanced quote. It then works in unison with NFUM’s CRM to produce an annuity price for the member and allows them to seamlessly produce all the documentation required to fully apply for the annuity.