Annuity v Secure Retirement Income

Weigh up the options

70% of investors want some form of guaranteed income in retirement* - but an annuity isn’t the only way to achieve this.

secure Retirement Income (SRI) lets savers guarantee a minimum income for life, and it comes with some extra benefits too.

Annuity V SRI

1

Annuity

A minimum income for life, no matter how long that is.

SRI

A minimum income for life, no matter how long that is.

2

Annuity

Generally greater income.

SRI

Generally less income.

3

Annuity

Limited flexibility and no access to capital.

SRI

Change plans, or access capital at any time.

4

Annuity

Different account for flexi-access drawdown.

SRI

Use on same platform as flexi-access drawdown and see all your investments in one place..

For more information, please visit:

 

aegon.co.uk/SRI

 

*Source: The Second Aegon UK Readiness Report, November 2014

 

Aegon is a brand name of Scottish Equitable plc and Aegon UK plc. Scottish equitable plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority an the Prudential Regulation Authority -view company and regulatory information. financial Services Register number 165548. An Aegon company. 2015 Aegon UK plc