Unit-Linked Annuity

Your Unit-Linked Annuity plan gives you a regular income for life.

What happens next?

  • If you want to be automatically updated when your net payments change by £1.00 or more, contact us to opt-in.
  • If you weren’t expecting a change to your annuity income, please contact us.
  • If you weren’t expecting a change to your tax code, please contact HM Revenue & Customs (HMRC)

Changing your funds

  • You can change the funds you invest in at any time.
  • It’s free of charge, just give us a call.

For more about your funds and how they’re managed, see 

Before making any changes to your annuity:

  • We recommend you get financial advice. See 'Making financial decisions' for more information about this.
  • Remember, the value of your investment can go down as well as up, so you might not get back the amount you put in.