For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.

With-Profits Annuity Income calculator

Gain an insight into how Prudential’s With-Profits Pension Annuity has performed. See the annual income since the annuity started.

  • See the results in table or graph format
  • View the tool online and offline
  • Save as a pdf for your reports

Features of the With-Profits Annuity Income calculator

View annuity income

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.

View online and offline

Add this tool to your favourites and use it even when you’re not online.

Guidance, but not advice

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.