Robert’s Case Study- A Lifetime Annuity

31 July Reading Time: 1 minutes

Robert is 65, with a fund size of £100,000. He’s a fit and healthy accountant living in Doncaster, and his current annuity income is £3,899 per year. Let’s see what would happen if his circumstances were different. See how much extra income he may gain? *

lifetime annuity case study

*Based on £100k and taking the 25% Tax Free Cash of £25,000. Not including any form of death benefit. Source: MyPensionExpert, 21/03/2017.


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