Annuity or drawdown: turning a pot into income

5 chapters·17 min·action plan·mastery check

Chapter 1 of 5

The idea

One choice gives certainty, the other gives flexibility. Many people use both.

The two options

An annuity swaps some or all of your pot for a guaranteed income for life. Drawdown keeps the pot invested and you take what you need — flexible, but it can run out. A common approach: buy enough guaranteed income to cover essentials, and draw down the rest.

Predict first

An annuity turns a pot into…

Money Pro

Unlock the full deep dive.

5 chapters, a real case study, your own action plan and a mastery check. Every Pro lesson on investing, tax, property, self-employment, retirement and protection, all Pro tools, and everything in Plus. From £7.99 a month.

Get Money Pro
Up nextOld workplace pots: find them and consider combining→