Rebased to 100 from January 1987
Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2000 | 166.6 | 167.5 | 168.4 | 170.1 | 170.7 | 171.1 | 170.5 | 170.5 | 171.7 | 171.6 | 172.1 | 172.2 |
2001 | 171.1 | 172.0 | 172.2 | 173.1 | 174.2 | 174.4 | 173.3 | 174.0 | 174.6 | 174.3 | 173.6 | 173.4 |
2002 | 173.3 | 173.8 | 174.5 | 175.7 | 176.2 | 176.2 | 175.9 | 176.4 | 177.6 | 177.9 | 178.2 | 178.5 |
2003 | 178.4 | 179.3 | 179.9 | 181.2 | 181.5 | 181.3 | 181.3 | 181.6 | 182.5 | 182.6 | 182.7 | 183.5 |
2004 | 183.1 | 183.8 | 184.6 | 185.7 | 186.5 | 186.8 | 186.8 | 187.4 | 188.1 | 188.6 | 189.0 | 189.9 |
2005 | 188.9 | 189.6 | 190.5 | 191.6 | 192.0 | 192.2 | 192.2 | 192.6 | 193.1 | 193.3 | 193.6 | 194.1 |
2006 | 193.4 | 194.2 | 195.0 | 196.5 | 197.7 | 198.5 | 198.5 | 199.2 | 200.1 | 200.4 | 201.1 | 202.7 |
2007 | 201.6 | 203.1 | 204.4 | 205.4 | 206.2 | 207.3 | 206.1 | 207.3 | 208.0 | 208.9 | 209.7 | 210.9 |
2008 | 209.8 | 211.4 | 212.1 | 214.0 | 215.1 | 216.8 | 216.5 | 217.2 | 218.4 | 217.7 | 216.0 | 212.9 |
2009 | 210.1 | 211.4 | 211.3 | 211.5 | 212.8 | 213.4 | 213.4 | 214.4 | 215.3 | 216 | 216.6 | 218.0 |
Source: Office for National Statistics
Rebased to 2000 = 100
Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1999 | 93.0 | 95.4 | 98.5 | 94.4 | 94.7 | 95.7 | 95.9 | 94.5 | 94.5 | 95.0 | 95.8 | 100.4 |
2000 | 99.0 | 100.8 | 103.9 | 98.5 | 98.4 | 99.2 | 99.4 | 98.5 | 98.3 | 98.7 | 99.7 | 105.6 |
2001 | 103.4 | 107.7 | 108.4 | 103.3 | 102.7 | 104.0 | 103.7 | 102.8 | 102.6 | 103.0 | 103.4 | 107.8 |
2002 | 106.4 | 110.8 | 111.6 | 107.2 | 106.5 | 107.8 | 107.6 | 106.3 | 106.3 | 107.3 | 108.1 | 111.3 |
2003 | 109.9 | 113.8 | 116.8 | 110.0 | 110.0 | 111.2 | 111.8 | 110.2 | 110.4 | 110.9 | 111.2 | 114.7 |
2004 | 118.2 | 118.1 | 122.2 | 115.0 | 114.8 | 116.1 | 115.4 | 114.8 | 114.9 | 115.7 | 116.2 | 119.5 |
2005 | 123.3 | 124.9 | 127.5 | 119.9 | 119.2 | 120.4 | 120.5 | 119.0 | 118.8 | 119.1 | 119.9 | 124.6 |
2006 | 127.1 | 131.8 | 133.1 | 124.1 | 124.5 | 126.4 | 123.5 | 123.5 | 123.7 | 123.9 | 124.6 | 129.4 |
2007 | 133.3 | 138.8 | 137.8 | 128.0 | 129.0 | 130.5 | 129.7 | 128.7 | 128.8 | 128.2 | 130.2 | 134.4 |
2008 |
138.4 | 144.4 | 144.1 | 132.5 | 133.0 | 134.9 | 134.3 | 132.8 | 132.9 | 132.7 | 133.5 | 138.5 |
2009 |
137.7 | 141.5 | 146.1 | 137.1 | 135.9 | 137.5 | 134.5 | 134.5 | 134.4 | 136.00 | 135.9* |
Earnings increase over last 12 months (to November 2009) = 1.8* %
* provisional figure
Source: Office for National Statistics
£p.a. 2009/2010 |
||
|---|---|---|
| Lifetime Allowance | 1,750,000 | |
| Annual Allowance | 245,000 | |
| Pension Schemes Earnings Cap (notional) | 123,600 | |
£p.a. |
||
| Basic State Pension – single rate | 4,953.00 | |
| Basic State Pension – married rate | 7,919.60 | |
| Low Earnings Threshold | 13,900.00 | |
| Lower Earnings Limit | 4,940.00 | |
| Upper Earnings Limit | 43,888.00 | |
Income Tax |
||
| Basic Rate (20%) | First £37, 400 of taxable income |
|
| Higher Rate (40%) | Above £37, 400 of taxable income | |
Source: Government data, collated by Hewitt Associates |
||
Source: Government data, collated by Hewitt Associates
Returns are calculated over the previous 12 months, assuming all income is reinvested. All returns are calculated gross, except for UK Equities, which is calculated net
UK |
Fixed Interest |
Index-linked |
Cash |
|
|---|---|---|---|---|
Feb 2009 |
-32.98 | 4.49 | -2.58 | 4.93 |
Mar 2009 |
-29.33 | 8.58 | -1.33 | 4.59 |
Apr 2009 |
-26.88 | 7.80 | -0.29 | 4.23 |
May 2009 |
-23.66 | 7.10 | 0.85 | 3.84 |
Jun 2009 |
-20.49 | 11.27 | 0.51 | 3.47 |
July 2009 |
-10.51 | 6.29 | 0.19 | 3.06 |
Aug 2009 |
-8.20 | 11.28 | -0.68 | 2.65 |
Sep 2009 |
10.80 | 13.25 | 3.96 | 2.22 |
Oct 2009 |
23.47 | 13.22 | 14.13 | 1.74 |
| Nov 2009 | 29.28 | 7.79 | 18.95 | 1.44 |
| Dec 2009 | 30.12 | -4.84 | 6.45 | 1.23 |
| Jan 2010 | 33.24 | 6.10 | 7.47 | 1.09 |
Source: Hewitt Associates
Competitive compulsory purchase annuity rates as at 2 February 2010. All payments are monthly in arrears, without a guarantee period and with escalation and a spouse’s benefi t of 100% on joint life as shown. Figures assume an annuity purchase price of £100,000 and are shown gross. Figures are for illustration purposes only and do not include enhanced rates for smokers or those in ill health, or companies that provide annuities only for a specifi c group of retirees. A company appearing top for one set of benefits or age may be poor for a diff erent set; it is therefore imperative to shop around for an annuity based on your circumstances.
Rates may change by the time of publication. Figures supplied by The Annuity Bureau, a division of Alexander Forbes Financial Services, FSA authorised and regulated.
Annuity supplier |
Ranking |
Income |
|---|---|---|
Aviva |
1 | £6,420.00 |
| Canada Life | 3 | £6,332.88 |
Legal & General |
5 | £5,977.92 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Aviva | 1 | £4,440.00 |
Saga |
3 | £4,160.006 |
| AEGON Scottish Equitable | 5 | £4,093.08 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Aviva | 1 | £7,200.00 |
Saga |
3 | £6,050.00 |
| Prudential | 5 | £6,575.64 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Aviva | 1 | £5,270.00 |
| Saga | 3 | £4,820.00 |
| AEGON Scottish Equitable | 5 | £4,715.04 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Aviva | 1 | £6,070.00 |
| Saga |
3 | £6,010.00 |
| AEGON Scottish Equitable | 5 | £5,706.00 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Aviva | 1 | £4,040.00 |
| Saga | 3 | £3,910.00 |
| Prudential | 5 | £3,760.20 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Aviva | 1 | £6,710.00 |
| Canada Life | 3 | £6,616.68 |
Legal & General |
5 | £6,255.36 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Aviva | 1 | £4,780.00 |
| Saga | 3 | £4,470.00 |
| Prudential | 5 | £4,363.80 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Saga | 1 | £5,850.00 |
| Legal & General | 3 | £5,723.40 |
| AEGON Scottish Equitable | 5 | £5,628.00 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Aviva | 1 | £6,490.00 |
| Saga | 3 | £6,370.00 |
| AEGON Scottish Equitable | 5 | £6,092.88 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Friends Provident | 1 | £3,640.20 |
| Canada Life | 3 | £3,448.32 |
| Saga | 5 | £3,290.00 |
Annuity supplier |
Ranking |
Income |
|---|---|---|
| Friends Provident | 1 | £4,332.60 |
| Canada Life | 3 | £3,968.88 |
Legal & General |
5 | £3,749.76 |
Tel: 0845 602 6263
Website: www.annuity-bureau.co.uk
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