Cash Balance Pension

Cash Balance Pension

Cash Balance Pension

With people living longer placing more demands on state benefits combined with continued uncertainty in the global economy the need to invest into a pension that will provide a level of income in retirement to maintain a good standard of living has never been so important.

What is a Pension Annuity?

A pension annuity is a type of insurance product that is the result of the investment paid into a pension plan that is now being utilised as an income to fund an individual's retirement. A pension usually enables the policyholder to take up to 25% of the value of the fund as a tax free cash lump sum. The remaining pension pot is what forms the pension annuity in retirement and is usually paid either monthly or yearly.