We’re in the process of updating this tool, so it’s temporarily unavailable.
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.