Guaranteed Income
Last updated 29 April 2026
A box set for prepping clients ahead of an annuity meeting. It covers the topics anyone considering a guaranteed income needs to think about — inflation, joint life, health and lifestyle, and guarantees — and ends with a case study.
What's covered
| Chapter | Description |
|---|---|
| Guide to Guaranteed Income (6 mins) | Using a pension pot to provide a guaranteed retirement income for life by purchasing an annuity. |
| Inflation (4 mins) | Maintaining the real buying power of an annuity income. |
| Joint life annuity (3 mins) | Using a pension pot to provide a guaranteed income that continues for a partner. |
| Guaranteed death benefits (4 mins) | Avoiding poor value if the client dies earlier than expected. |
| Health & lifestyle (3 mins) | When current health and lifestyle could mean a higher annuity income. |
| Guaranteed annuity rates (2 mins) | Whether an existing pension policy includes valuable income guarantees. |
| Shopping around for an annuity (2 mins) | How to get the best deal when buying an annuity. |
| Case study — guaranteed income (5 mins) | An example of someone who might benefit from a guaranteed income. |
Total runtime: 29 minutes.
Who it's for
Clients considering purchasing a guaranteed income through an annuity, and those weighing it up against other pension freedom options.