With Profit Pension Annuity

For those clients who want an element of increase to their pensions in payment, a with profits annuity may be a solutionThie iea behind with profits is that a smooth investment return can be obtained, so the insurance company holds back profit in good years to provide a bonus inyears of poor return. However, in recent years the return on with profit funds has in most cases been poor.

If you are interested in an annuity of this type you need to take expert advice such as that provided by Nicholls Stevens.

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Harriet

Harriet is a highly successful journalist, aged 63, is reducing her workload but not fully retiring – she is divorced with two children – she needs pension advice.

She wants access to £30,000 per annum for two years until the benefits of the final salary scheme and the state pension are received. She wants to preserve her pension fund for her children.

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