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What is the difference between an annuity and an allocated pension?

The main difference between an annuity and an allocated pension is that income payments from a pension are paid by a superannuation fund and annuities are paid by a life insurance company.

Pensions and annuities can be grouped into four categories:

Term Certain Pension and Annuities Lifetime Pensions and Annuities Term Allocated Pensions Allocated Pensions and Annuities
Terms Fixed term Lifetime Life expectancy and variables set by government
Flexibility No flexibility after commencement Income variable with no choice. Yes
Income Percentage of account balance Flexibile between minimum and maximum amounts set by government.
Access to Capital No No No Yes
Social Security Complying Can be complying for social security Complying




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