Product Retirement Lifetime Annuities Scheme Pension 680X392

Lifetime Annuities & Scheme Pension

A secure, regular income for life

Bev’s Story

Enhanced retirement income

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About Bev

Bev is aged 60, divorced with one daughter and has just given up work due to moderate health issues.  

 What are Bev’s objectives?

Bev’s number one objective is to get the maximum income she can from her £50,000 pension pot. She cannot afford to take any risk with her money and needs regular, guaranteed lifetime income. Bev would also like her daughter to benefit from her pension in case she dies earlier than she hopes.

 What does Bev get?

Bev’s adviser arranges a Lifetime Annuity. She completes a medical questionnaire when she applies and discloses her current health issues. As a result, Bev receives a higher guaranteed income than someone who is healthy. She also opts for 100% value protection. This means that her daughter would receive a tax-free lump sum if she dies prior to age 75. The pay-out would equal the initial £50,000, minus the income payments received up to the date of her death.

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