With-Profits Pension Annuity
Pru's With-Profits Pension Annuity can help your clients enjoy an easier retirement. Inflation can easily eat into a client's retirement fund so it's important to consider how they can potentially boost their pension savings and maintain their required standard of living.
With-Profits Pension Annuities combine the security of a lifetime income with the potential for growth through investment in real assets like equities and property. The bonus payments depend, principally, on the performance of Prudential's With-Profits fund, which invests in a mixture of equity, commercial property and fixed interest assets and on changes to life expectancies of plan holders.
At Prudential we've developed a range of presentations and sales tools to highlight the benefits of investing some of your client's retirement fund in a With-Profits Pension Annuity. We hope you find these tools useful in helping make the key decisions for your clients' retirement.
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- With-Profits Pension Annuity Demonstrator: Use our With-Profits Pension Annuity Demonstrator to compare the projected performance of our With-Profits Pension Annuity against a conventional or inflation-proof annuity.
- With-Profits Pension Annuity: Historic Bonus Rates Calculator has been designed to provide you with an insight into how our With-Profits Pension Annuity has performed.
You can now generate With-Profits Pension Annuity illustrations online which you can then save, amend print or send to your fax machine. To generate a new illustration, click on the link above or on 'illustration' button in the Product Options menu above.
Alternatively you may wish to speak to one of our specialist team on 0845 60 60 630* from 9am to 5pm, Monday to Friday.
Past performance is not a reliable indicator of future performance. The rate of future bonuses cannot be guaranteed. Additional bonuses may be reduced or removed and are not guaranteed until the time that any additional bonus payable comes into payment. The income from a with profits annuity can fall as well as rise.
*Calls may be monitored or recorded for quality and security purposes.
Tools
We've designed a range of online tools and calculators to help you see how our products work.
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