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(UBS Pensions series 8) UK Annuity Rates and Pension Replacement Ratios 1957 - 2002

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Ian Tonks ()

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Abstract

This paper constructs a time series of annuity rates in the UK for 1957-2002, and examines the pricing of UK annuities, and the relationship between the accumulation and decumulation phases of a defined contribution pension scheme by focusing on the properties of the pension replacement ratio. Using data on annuity returns and the returns on other financial assets, the paper simulates replacement ratios, to build up a frequency distribution of the pension replacement ratio for a UK individual. These frequency distributions illustrate the risk in the pension replacement ratio faced by an individual who saves in a typical defined contribution pension scheme.

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Publisher Info
Paper provided by Financial Markets Group in its series FMG Discussion Papers with number dp444.

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Date of creation: Apr 2003
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Handle: RePEc:fmg:fmgdps:dp444

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