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TOMAS Case Study

TOMAS LogoJohn* was very close to his chosen retirement date and was unsure of the choices he had when arranging his pension income. Through The Open Market Annuity Service (TOMAS), he was able to see a summary of his options, including which were best suited to his needs. The service highlighted changes that could be made to generate an increase of £1,512.72 per year (before income tax) to his retirement income, equating to an increase of over 31%.

*This person's name has been changed for privacy purposes.

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