Index Linked Annuities

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Index Linked Annuities

Index Linked annuities as their name suggests allow you to enjoy an income which is linked typically to the retail price index where every year income is adjusted in line with any changes in the cost of living. In inflationary times building in such an option provides valuable protection. As you would expect there is a significant cost when you buy this protection so the annuity you can expect will start at a much lower level than if you opted for a level annuity.

 

Each year, inflation related statistics are recorded by the Retail Price Index (RPI) and are then used by providers to calculate the income of retirees with an Index Linked Annuity agreement.



To compare annuities and find the best policy available, it Is recommended to take what is known as the ‘open market option’ whenever possible, as any agreement offered by your pension provider may not necessarily be a policy that is best suited to your needs.

You should shop around to compare annuity plans to find the best quote - use our service below:

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 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.