Annuity
Best Practice | 24 Oct 18
Annual drawdown review should consider de-risking with annuity
Retirement expert Billy Burrows suggests review should consider selling down bonds for older clients
Best Practice | 22 Oct 18
Annuity/equity mix may prove best retirement portfolio
Analysis suggests annuity/equity strategy will suit longer-lived better than bonds and equities
Royal London offering ‘substantial’ cash for annuity guarantees
Royal London is worried pension holders are “throwing away” their guaranteed annuity rate (GAR) under the new pension freedoms and it wants to offer them cash for the promised return.
Best Practice | 2 May 18
Pensioners risk turning their retirement stream into a flood
Retirees in drawdown are at risk of running out of money in retirement, as a third have no investment experience and two in five are not getting any financial advice or guidance, research from Zurich UK has found.
Phoenix offers some annuity holders one-off payment
Phoenix Life customers with small annuities in payment will be able to exchange the regular income they receive for a one-off taxable lump sum.