Frequently Asked Questions

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You asked: I have a With Profits Pension Annuity - when will my bonuses be added?

If you receive your income payments in advance

Your bonuses (regular and additional) will be added every year on the anniversary of when the plan started. But please bear in mind that there's a chance that either one or both types of bonus will not be added (for example, if the With-Profit Fund has not performed well for a number of years). The plan anniversary is the date your annuity started.

If you receive your income payments in arrears

Your bonuses (regular and additional) will be added, every year, from the first instalment after your plan anniversary. But please bear in mind that there's a chance that either one or both types of bonus will not be added.

Your plan anniversary is the date your annuity started, but it may be different from the date of your first annuity payment.

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