Personal Pension and Annuity Trends

The Moneyfacts Personal Pension and Annuity Trends Treasury Report provides a comprehensive overview of the UK personal pension and annuity sectors. It includes much sought after data, covering both current and historic trends, with detailed analysis of annunity rate changes, average pension fund returns, maturity values and average annuity rates.

The Moneyfacts Personal Pension and Annuity Trends Treasury Report is essential reading for regulators, lenders, trade bodies and economists. It includes valuable information for product pricing and actuarial teams, product designers, marketing and communications teams, retirement and pension consultants, risk specialists and employee benefits consultants.

What does the Moneyfacts Personal Pension
and Annuity Trends Treasury Report contain?

Moneyfacts Personal Pension and Annuity Trends Treasury Report monitors key trends including:

  • The relationship between average annuity rates and gilt yields from 1994 to present
  • Unit-linked and with profits personal pension maturity values.
  • Average annual pension fund returns over the last 20 years
  • Annuity re-pricing activity
  • Average standard annuity and enhanced annuity rate trends
  • Average retirement income trends
  • Pension annuity rates by provider

Use the Moneyfacts Personal Pension and Annuity
Trends Treasury Report to:

  • Understand the relationship between annuity rates and gilt yields
  • Discern trends relating to pension fund performance and personal pension payouts
  • Compare a provider's data with overall market conditions
  • Measure the scale of the pensions crisis
  • Formulate pricing strategies.
Pensions Treasury Strip

Moneyfacts Treasury Reports use exclusive data

The vast majority of data contained in the Moneyfacts Personal Pension and Annuity Trends Treasury Report is exclusive to Moneyfacts, with much of it not in the public domain. Our whole of market databases are built and maintained by our dedicated product researchers who are in direct contact with providers, ensuring our data is always up to date.

Subscription Rates

The Moneyfacts Personal Pension & Annuity Trends Treasury Report is produced quarterly and sent to subscribers as a PDF. Subscription prices are:

£2,500 per annum (+VAT)

Or £4,000 (+VAT) for a two year subscription (Paid for in advance)

(Based on a maximum of three people with licenses to access data) View sample pages

Moneyfacts Treasury Report Users Include

HM Treasury
Bank of England
Financial Services Authority
Council of Mortgage Lenders
Building Societies Association
plus many banks and building societies

View sample Pensions and Annuity report

Moneyfacts Treasury Report Range

Moneyfacts also produces Treasury reports for Mortgages, Savings and Credit Cards

Further price reductions are available if two Treasury Reports are subscribed to together.

£5,000 per annum (+VAT) for subscriptions to two reports for a year

Or £9,000 (+VAT) for subscriptions to two reports for two years (Paid for in advance)

View information on the Mortgage report View information on the Savings report View information on the Credit Card report

For further information on the Moneyfacts Personal Pension & Annuity Trends Treasury Report or any
of the other Moneyfacts Reports, please email sales@moneyfacts.co.uk or call 01603 476850

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