Best quote guarantee - Terms & conditions

Our Partner Guarantees

Our selected partners work along with us at The Money Service to provide you with a great experience. Please select from the list of products below to see what is being offered by our partners.

These offers are not part of The Money Service rewards scheme, which can be found here.

Equity Release

Best Rates Guarantee or a £750 MasterCard Prepaid Card!

The Best Rates Guarantee is offered by our primary selected adviser on the following conditions:

  1. The comparable Key Features Illustration (KFI) must be based on precisely the same details provided to our selected adviser.
  2. The comparable KFI must be submitted within 28 days of the recommendation made by our selected adviser.
  3. The comparable KFI must be based on like-for-like disclosure of accurate health details (i.e. the client cannot withhold information that was used in the calculation of the alternative quotation).
  4. Our selected adviser must be given a final opportunity to beat the plan at the point of challenge.
  5. The customer must provide evidence in the form of a KFI, which can be sent to our selected adviser either by post, fax, or by email of a scanned or electronic copy.

In cases where the above conditions are met, and yet our selected adviser still cannot beat the comparable plan, they will send you a £750 MasterCard Prepaid Card. By receiving this card, you are in no way committed to using our selected adviser's services.

The Money Service accepts no liability for this offer, and this offer is only provided by our primary selected advisers. More details can be provided on request.

Annuity

Best Quote Guaranteed or £250 Mark’s & Spencer gift card

This guarantee is provided by Retirement Line Ltd, our chosen annuity specialist. The following Terms and Conditions apply:

We will send an M&S voucher if we cannot either match or improve an alternative annuity rate that a client has been able to find elsewhere. This is subject to the following:

  1. Applicable to money purchase benefits only, excluding those with a guaranteed annuity rate, guaranteed minimum pension or underpinned by any form of defined benefit.
  2. Minimum fund size £30,000 after tax-free cash.
  3. The alternative annuity rate must be in the form of a guaranteed, underwritten annuity quote, of which, evidence must be provided by sending a copy of the providers actual quote either by post, fax or by email in the form of a scanned or electronic copy.
  4. The alternative annuity rate must be based on exactly the same annuity options.
  5. A copy of all medical/lifestyle information must be provided to confirm quotations are on a "like for like" basis.
  6. Retirement Line must be given an opportunity to beat the alternative annuity rate at the point of claim.
  7. The higher annuity quotation must be less than 5 days old.
  8. The Best Quote Guarantee cannot be used in addition to any similar guarantees from other related parties.
  9. This offer is valid until 31st December 2021. We reserve the right to vary, withdraw or extend this offer at any time.

In cases where the above conditions are met, and yet Retirement Line still cannot beat the comparable plan, they will send you a £250 M&S Gift Card. By receiving this card, you are in no way committed to using Retirement Line's services.

The Money Service accepts no liability for these offers, and these offers are only provided by our primary selected advisers or annuity specialists. More details can be provided on request.

Com212 DK 220621

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