ABI statistics Q2 2014: The UK retirement income market post-budget

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ABI statistics Q2 2014: The UK retirement income market post-budget All figures relate to ABI members only 1 Key points: Sales of annuities have fallen by over a third between the first and second quarter of 2014. In addition the average pot size of an annuity is bigger, as more people with smaller pots are taking cash following the increased limits announced in the Budget. A greater proportion of annuities are internal, but a greater proportion of those with pots below 5,000 are switching. A higher proportion of larger pots are being used to buy internal annuities; this is likely to be due to people continuing to take advantage of Guaranteed Annuity Rates. The proportion of enhanced annuities purchased, as a proportion of total sales, is unchanged, but of the external annuities sold a higher proportion are enhanced compared with previously. annuities also make up a larger proportion of annuities bought with small pots. There has been an increase in sales of income drawdown contracts, but with a smaller average pot size than previously, as some providers reduced their minimum fund size for drawdown in line with the shift in policy towards pension flexibility. Data sources used in this Factsheet: ABI Quarterly Long-Term Business (QLB) dataset, which includes overall sales and value, internal, external, enhanced and investment-linked annuities by distribution channel. ABI Quarterly Pension Annuity (QPA) dataset, which includes sales broken down by age, fund size in different size bands, and further breakdowns of type of annuity. 1 Includes Legal and General.

Overall annuity sales The pension flexibility changes announced in the Budget in March 2014 meant fewer people bought annuities, although there was already a decreasing trend in sales. Period Number of annuities sold Value of annuities sold, m Q2 2014 46,368 1,792 Q1 2014 74,270 2,478 Q2 2013 89,896 3,098 Chart 1: Number & value ( m) of annuities sold, 2010 Q1 to 2014 Q2 180,000 160,000 140,000 120,000 100,000 80,000 60,000 40,000 20,000 - Number (left axis) Value ( m, right axis) 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0 Internal and external annuities In the first half of 2014 a greater proportion of people bought internal annuities. Period Internal annuities sold External annuities sold Q2 2014 55% 45% Q1 2014 48% 52% Q2 2013 49% 51%

Chart 2: Annuities internal & external sales split, 2010 Q1 to 2014 Q2 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Internal External But the data broken down by fund size shows a more even distribution of internal and external annuities than in the past. There was an increase in people with smaller pension pots switching annuity provider and those with larger pension pots choosing to stay with their existing provider. This is likely to reflect a result of people taking advantage of Guaranteed Annuity Rates. Chart 3: Proportion of internal annuity sales by fund size, 2013 Q2 to 2014 Q2 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Average pot size for annuity purchases There has been an increase in the average pot size used to purchase an annuity. One reason for this could be that customers with small pots have chosen to take their pension as cash, given the increased limits since March. Period Mean pot size used to purchase an annuity Median pot size used to purchase an annuity Q2 2014 38,600 25,600 Q1 2014 33,400 22,000 Q2 2013 34,500 21,100 45,000 40,000 35,000 30,000 25,000 20,000 Chart 4: Mean & Median annuity purchase value ( ), 2010 Q1 to 2014 Q2 15,000 10,000 Mean Median 5,000 0 annuities The proportion of enhanced annuities - underwritten using health and lifestyle information - has stayed the same compared to the last quarter, but is still higher than a year ago. But there have been increases in the proportion of small pension pots used to purchase enhanced annuities; and an increase in the proportion of external annuities that are enhanced. More providers (twelve) are now offering enhanced annuity rates and there is now a greater awareness and comparisons available of different rates offered. The increased proportion of internal annuities also helps to explain why the overall proportion of enhanced annuities has not changed. Now that the majority of external sales are enhanced, the lines between standard and enhanced are increasingly blurred.

Period annuities, as % of all annuities annuities, as % of annuities bought with less than 5,000 annuities, as % of all pure external annuities annuities, as % of all internal annuities Q2 2014 29% 18% 59% 8% Q1 2014 29% 12% 52% 8% Q2 2013 25% 13% 47% 7% Drawdown and fixed-term annuities Following the Budget changes, there was an increase in drawdown sales by ABI members, including an increase in fixed-term annuity sales (note that the drawdown data does not cover the whole drawdown market). It is too early to tell whether these customers will use drawdown as a temporary source of income until full pension flexibility in April, or whether drawdown will be used as a regular source of income. Period New drawdown contracts sold Value of new drawdown contracts, m Q2 2014 9,498 669 Q1 2014 6,132 487 Q2 2013 5,476 425 The average (mean) pot size assigned to a drawdown contract reduced, as a number of providers reduced the minimum fund size required for drawdown in line with the shift in policy towards pension flexibility. Period Mean pot size assigned to drawdown Mean pot size used for fixed term annuities Q2 2014 70,500 50,400 Q1 2014 79,400 53,400 Q2 2013 77,700 71,200