Retirement Health Form (RHF)
The Retirement Health Form (RHF) allows advisers to submit comprehensive information about their consumer’s health just once, so that enhanced annuity providers can generate underwritten quotations, creating direct comparisons. The RHF was designed to improve the customer and adviser experience by streamlining the process of submitting medical information across providers.
Criterion is uniquely positioned as an independent body to provide proficient management of the RHF, revising and enhancing the form regularly through collaboration with the annuity provider supporters. This approach ensures long-term sustainability as the industry evolves and regulatory rules change.
Companies part of the annuity providers forum:
- Aviva
- Canada Life
- Just
- Legal & General
- Scottish Widows
- Standard Life (Part of Phoenix Group)
