Is your pension a postcode lottery?

by Money Doctor Monday 12 November, 2007

Pensions are pretty important things and making sure you get a good source of income in retirement is crucial.

But did you know that some pensions are being rated on how long people live in your area?

Following a pilot scheme, leading insurer Legal & General says it will now pay higher pensions to those who live in areas where life expectancy is short; but it denies that it will cut pensions paid in areas where you can expect a longer life.

Now, following a pilot scheme earlier this year, Legal & General's Managing Director for Annuities, Simon Gadd, said that they would now apply nationally:

"If a customer provides us with their postcode we will look at that against our database. If we think that postcode corresponds with an area where people are relatively poor, we can proxy that against a lower life expectancy and we can give those customers a slightly better pension."
So how does the scheme work?

L&G will adjust its annuity payments according to where you live says L&G'S Tim Goden:

"Traditionally, annuity payments have been based on just two factors - age and sex. The older you are when you start, the more you get, while men, who live shorter lives on average than women, receive more. With postcodes, we are adding another rating factor. People in some areas have shorter lives and therefore should get paid more."
The difference, which would only be 2% to 3% a year more, reflects the fact that people in some areas will, on average, have a shorter life expectancy and so will draw their pension for a shorter time. Legal & General says the extra cost will be paid for by profits from the new business, not by cutting the pensions paid to people in wealthier areas.

The "shorter lives" postcode uplift is not huge - but it is extra money which could persuade annuity buyers (and financial advisers) to go with L&G, which has a 9% share of the retirement income market.

Postcodes will be checked against voting and credit records and it will go down to the last letters; so it will be more selective than merely dividing whole areas into good and bad. A mixed housing street could have more than one rate.

Billy Borrows of William Burrows Associates, whose business is finding the best pension annuity for clients with a pension fund, says the new system is fairer:

"If insurers pay the same pension to everyone, then poor people, who live a shorter time, subsidise the longer lives of the rich. I see no reason why people at the lower end of the scale should be subsidising those at the upper end."
He already advises anyone about to get an annuity to see a doctor, in case they have an illness they are unaware of, which will boost the pension they get:

"People who are in good health will get a lower annuity, but they have more choice anyway. One choice will be to wait and buy an annuity later when they are in poorer health."

Already some insurers pay higher pensions to smokers and those with life-reducing illnesses, and over time it seems likely that more factors will be introduced such as obesity, what kind of job you do, and salary etc.

Critics of the move, such as pensions policy adviser Ros Altmann, believe it can be unfair to select by postcode:

"It could mean pensioners living in better areas receive lower annual payments from the same pension pot than those in poorer parts".
But L&G argues that everyone now accepts postcodes in motor and home and contents cover and so pension calculations should not be exempt from such criteria.

So is "pension by postcode" a fair or unfair way to treat your retirement income?

Why not let us know in the comments?

Standard Life pension customers beware

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Comments

marktristan says:

Tuesday 13 November, 2007 / 13:11

isn't it just so that L&G can offer better annuity rates for certain lower life expectancy postcodes and therefore continue to compete strongly for annuity sales in that area? Or am I just being naive? I don't see this as being about cutting annuity rates for longer lived areas.

Bob says:

Tuesday 13 November, 2007 / 14:11

So you work all your life in a grotty area raising a family because that is all you can afford. Then finally manage to get the little house in a nice area once the kids have left and you can sell up - only to get stuffed on your pension - cracking...

Sounds like just another gimic to sign up for something now that will be worth nothing when it comes to the pay-out.

r karsan says:

Tuesday 13 November, 2007 / 15:11

I think everyone who retires should get the same pension as long as they qualify for it.
Even Priminister should be on same money, it's only then he will realise how people are living their retired lives.
All the sucssesive Governments has pension increments of 50p a week!!!!!!!!!!
I feel sorry for the monsters who have ruined peoples lives by using company pension for their own purpose.

Ailson says:

Tuesday 13 November, 2007 / 17:11

so, why I still believe that the best pension scheme is to invest in properties...I have started this in the last year, and in less than 12 months I was able to make a 1/3 of our Prime Minister's salary.....however, off couse I still have my private pension as well. Never put all eggs in one single basket!

I want to enjoy my retirement in the same way I enjoy my life today....don't need much, but at least money for a good meal and a cafe around...with a good book! and a few trips to my home country! To get this in my old age, I am working my pensions ways now...so my advice is to ACT now!

Woody says:

Tuesday 13 November, 2007 / 17:11

There is one old fella in my flats who must be getting on for 100. If L&G are taking it down to the final letter of postcodes am I going to get hammered just because he won't die? Seems far too precise a measure that won't add up in the end. Just a thought...

lee says:

Tuesday 13 November, 2007 / 18:11

so i work all my life someone who does not work and scrounges of the state breaks the law finally get to retirement age, both bringing up a family i pay for everything they get handouts of the state, then i get my pension because i have paid for my own home in not a fantastic area he lives in a council area like me but i have paid a mortgage him no rent, i get an extra 3% on my pension he gets pension credit of the goverment no rent free poll tax i still pay poll tax because i have an extra pension and 3%+ whoppee bring on retirement because all i get is still means tested, him got nothing pays out nothing, and laughing his socks off at me,keep your so called postcode pension and give it to the lazy beggers who will not work i am use to it.

suzie says:

Tuesday 13 November, 2007 / 19:11

Scandalous!!! The government are trying to scaremonger working people into taking out private pensions to balance their books. The government is penalising hard working citizens for their miscalculations on immigrant numbers. They will have to provide pensions for all the immigrants who have been placed into the poorer areas and do not or cannot work. Llanelli, South wales is one example. An area where there is a shortage of jobs and high unemployment. Why should British citizens be penalised because of government failings.

BobfaeP says:

Saturday 24 November, 2007 / 18:11

Pensions are the biggest rip of in Britain, Annuity rates are a disgrace, It is only worth having a pension if your employer puts in as much as yourself.

You have a £100,000 fund that gets ?% annuity and the company earn ?% + profit from still investing your £100,000 they still make profit on your pension when you are alive and they get it all to themselves when you are dead.

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