WealthPulse.
Calculator · Savings & Retirement

Annuity Income Calculator

What a lump sum buys as guaranteed income, and how it compares with drawing down yourself.

Read the how-to
The formula

How this number is built

annual income = premium × payout rate, adjusted for age, guarantee type and inflation linking
Step by step

Doing it by hand

Step 1

Get quotes from several providers on the same day; payout rates vary meaningfully.

Step 2

Decide whether a guarantee period or joint life is needed, and price what it costs.

Step 3

Compare level against inflation-linked income across your realistic lifespan, not just year one.

Step 4

Consider annuitising only part of the portfolio and keeping the rest flexible.

Questions

What people ask next

Can I change my mind later?

Usually not. Immediate annuities are generally irrevocable, which is why the decision deserves several quotes.

What happens if I die early?

With a single life annuity, payments stop. A guarantee period or joint life option protects against that at the cost of lower income.

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