Enhanced fact find: Annuities

[david.mann]

Annuities

This screen is designed to record annuity plans.  In a similar way to what we have done within the Pensions screen, we have opted to help you re-categorise annuities which aren’t, strictly speaking, annuities.

Based on the currently available annuity types, we support the following: -

• Immediate Purchase Life Annuity
• Compulsory Purchase Life Annuity
• Deferred Annuity
• Enhanced Annuity
• Temporary Annuity
• Unit-linked Annuity

If you have any records in the Annuities page which are not one of the plan types listed above, then we’ll ask you to select one of the types above before displaying the rest of the data you have previously recorded about the annuity plan.

The fields we show in this section are described in the table below.  NB Some of the fields aren’t shown for all annuity plans.

Field label	Field ID (e.g. Xmerge syntax)
Annuity (Annuity field group)
Annuity type	type
Annuitant	owners
Status	policy_status
Term type	N/A. Options are: Lifetime Fixed term
Start date	inception
End date	maturity_date
Providers
Policy number	fund_or_policy_num
Is this annuity held on a platform?	platform
Platform provider	platform_provider_new
Product provider	product_provider
Income & maturity value
Current maturity value	xpt_current_maturity_value
Index	escalation_type
Annual adjustment	escalation
Gross payment	income_value
Payment frequency	frequency
Death benefits
Guarantee period	guarantee_term
Value protection percentage	xpt_value_protection
Notes
Notes	notes
Internal use only
Under advice status	nbr_under_advice

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