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Purchased Life Annuity

A tax-efficient income for life or a specified term

This annuity lets you invest a cash lump sum in return for a regular, guaranteed, tax-efficient income. Depending on your needs, you can receive income over a specified term, or for the rest of your life. Just so you’re aware, you won’t be taxed on part of your income as it’s treated as a ‘return of your lump sum’.

All the documents you need in one place. From forms and policy documents to key features.

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Key documents

Key Features

Currently unavailable

Policy provisions

Policy provisions for our Purchased Life Annuity

Standard application form

Application form for our Purchased Life Annuity

Product details

Technical overview of our Purchased Life Annuity

UK Trust application form

Age 80+ supplementary form

Currently unavailable

Tools and resources

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Report library

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Content approved: 20/05/2024