UK: Deloitte Budget 2015 – Sale of Annuities
The measure
The Chancellor has announced proposals to enable individuals who have already purchased lifetime annuities with their pension funds to sell these for a lump sum, subject to agreement from their annuity provider (and the secondary annuitant in the case of a joint-life annuity). The lump sum could either be treated as pension income on receipt, and taxed at marginal rates rather than 55%, or could be used to provide a flexi-access drawdown fund, […]