Money Matters (Financial) Ltd

Money Matters (Financial) Ltd
102 High Street
Uckfield
TN22 1PX

Tel: 01825 744140
Fax: 01825 744142
email


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With profits & unitised Annuities

Traditional annuities provide a guaranteed income in one form or another, however there are other types now available, namely with profits & unitised annuities. They differ from traditional types in as much as the guaranteed element is either reduced, or taken away altogether in exchange for the possibility of increased income in the long term.

With a with-profits annuity, you initially secure a low guaranteed income and then you get annual bonuses from the with-profits fund. These fluctuate from year to year. You can lift the initial income by anticipating the future return of bonuses, kind of betting on them, however if the actual declared bonus rate is then lower, your income will drop, & vice versa.

Under a unit linked annuity, no guarantees are provided. The income you receive is dependent upon the underlying performance of the fund. It can & does fluctuate considerably. With favourable market conditions, a unit linked annuity may, in the long term, produce income that exceeds that of a traditional level or escalating annuity. The problem is that the reverse is also true, adverse conditions could decimate the value of your pension.

Your best bet is to come in and discuss your needs with a financial adviser.


Money Matters (Financial) Ltd is authorised and regulated by the Financial Services Authority.
Money Matters (Financial) Ltd. is entered on the FSA register (www.fsa.gov.uk/register) under reference 437886.
102 High Street, Uckfield, East Sussex, TN22 1PX
Tel: 01825 744140 Fax: 01825 744142
Registered in England 3397856