They are treated differently when you pass away – unlike most assets – and misunderstanding that can derail your succession plan.

In a case where a trust made monthly annuity payments to a beneficiary, the Ontario Court of Appeal upheld a judgment ...

Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.

Bankers Life, a national life and health insurance brand that focuses on the insurance needs of Americans who are near or in retirement, today announced the launch of its Enhanced Death Benefit (EDB) ...

The Budget 2024 decision to include unspent pension pots in the scope of inheritance tax is leading to larger pots being run down by those seeking to reduce potential IHT bills, according to LCP ...

A guaranteed death benefit ensures that the beneficiary receives funds if the annuitant passes before annuity payouts start, ...

It's clear that the law supports guaranteed benefits as part of a qualified default investment alternative for participants who do not direct the investment of their accounts.

Changes to inheritance tax (IHT) rules for unused pension pots from April 2027 could trigger an ‘exodus of large defined contribution pension pots’, as retirees spend their savings rather than leave ...

Discover how a years certain annuity can offer you guaranteed monthly payments for a defined duration, ensuring financial stability throughout your retirement.

Advisers are seeing 'a wave' of financial plan reviews following a decision to bring unspent pensions into the tax net ...

Annuities get a bad rap, often labelled “too expensive”, “crammed with hidden fees,” or just “not a good investment.” Here’s the thing, though. All this criticism often lacks specific financial ...

In terms of annuities, the Association of British Insurers (ABI) recently reported (see notes to editors) a surge in annuity ...