i2Live Annuity is an annuity product that allows your clients to:
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continue investing in equities with a choice of over 70 funds managed by expert fund managers
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take an income while their fund remains invested in equities, without being locked into one annuity rate
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select an Income Guarantee Option to ensure they never receive less than a guaranteed minimum annual amount for the rest of their lives
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choose how much income they want, based on minimum and maximum HMRC limits, and when they want to receive it
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provide an income for their dependants on death, through the joint life or dependant's guarantee period options.
Who is it for?
Clients should be at least 50 years, no maximum age.
A lower minimum age may be allowed if they are seriously ill or incapacitated.
What is the minimum investment?
Minimum investment of £50,000. To select the Income Guarantee Option at least £10,000 must have the Income Guarantee applied to it.
Minimum additional payment: £5,000 with the Income Guarantee Option,
£250 without the Income Guarantee Option.
Download i2Live Annuity key feature document
Download i2Live Annuity application form
Download Lincoln i2Live customer brochure
Our comparison table shows how i2Live Annuity compares with a traditional annuity.
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