Advantages and disadvantages of investment-linked annuities

Weigh up the risks and benefits in using an investment-linked annuity.

Advantages Disadvantages

If the value of your selected investment fund increases, so will your annuity income in retirement

Investment-linked annuities have a much higher level of risk attached to them as they invest in the financial markets which can go down as well as up, affecting your income

You can benefit from any strong performance in the financial markets

If the financial markets do not perform well, you will receive less – sometimes substantially less depending on the investments you have opted for

We would aways ask you to discuss your situation with a financial adviser.

If you don't have an adviser you could use Unbiased.co.uk to help you find one.


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Fixed term annuities

Learn more about fixed term annuities

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