UK Pension Annuities : Investment linked annuities  
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Investment linked annuities

UK pension annuities

Investment linked annuities are more risky than normal annuities as they can offer higher rates of income. As with all investments the rewards are determined by the performance of the underlying investments.

Investment linked annuities can be either with-profit annuities or unit-linked annuities.

With-profit annuities
With-profit annuities link the income from your annuity directly to the performance of the investment fund it is based on. The income will often have two components: a minimum starting income and a bonus.

Unit-linked annuities
Unit-linked annuities are linked to the value of the investment fund they are based on. There may be a number of different risk groups of investment funds which can all yield different potential income. With higher risk investment funds your income can vary more dramatically than the lower risk investment funds.

To find out which annuity would best suit your needs, or if you already know what you need, complete the free, no obligation annuity quote form below . Our financial advisers will look at the current annuities marketplace and provide comparisons specific to your needs and requirements.

It is easy to enquire about pension annuities. All you need to do is complete the simple form below.

Due to the flexibility of the annuity policies financial advisers can offer we cannot provide online quotations. A financial adviser will contact you to discuss your exact requirements and formulate a tailored annuity proposal for your circumstances.

Please Complete the Free No-Obligation Annuity Enquiry

Which pension type?

Your pension company

Value of pension fund after tax free cash

Pension amount offered by current pension company per year

Which type of annuity do you require?

Is any guaranteed period required?

If escalating, what rate do you want?

Do you want a single or joint annuity?

Retirement date (dd/mm/yy)

Your personal details

Date of birth (dd/mm/yy)

Sex

Do you smoke?

Number per day

Do you have any health conditions? (please state in comments below)

Spouse or Partner (Joint annuity enquiries)

Date of birth (dd/mm/yy)

Sex

Smoker?

Number per day

Any health conditions?

Approximate gross value of pension fund before tax:

Comments

Title:

First Name:

Last Name:

Address:

Postcode:


Please note it is not always possible to process enquiries based solely on the information contained in this form. Each case is unique and it may be necessary to speak to you to be able to assess your own particular circumstances to help find the most appropriate course of action. Please supply at least one phone number.

Home phone:

Work phone:

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When can you be contacted?

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