With-Profits Annuity Income calculator

Gain an insight into how Prudential’s With-Profits Pension Annuity has performed. See the annual income since the annuity started.

  • See the results in table or graph format

  • View the tool online and offline

  • Save as a pdf for your reports

Features of the With-Profits Annuity Income calculator

View annuity income

All you need to do is enter the annuity start date, the starting income amount (rounded to nearest pound) and the selected Anticipated Bonus Rate (ABR). The calculator will then show the income since purchase. Results may vary slightly due to rounding.

Changes in income payable from a With-Profits Pension Annuity will depend on the relationship between the bonuses declared and the ABR. The income from a With-Profits Pension Annuity can fall as well as rise at an annual review.

View online and offline

Add this tool to your favourites and use it even when you’re not online.

Save as a pdf

To save the results as a pdf you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips Guide.

Guidance, but not advice 

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.