Gain an insight into how Prudential’s With-Profits Pension Annuity has performed. See the annual income since the annuity started.
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.
Add this tool to your favourites and use it even when you’re not online.
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.