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Income Options

 

The income from the Care Fee Annuity can either be set at a fixed level for life or can escalate each year to help keep pace with any increase in care fees.

 

Escalation can be either at a fixed rate or in line with the Retail Prices Index (RPI), though as care fees often increase above the rate of inflation, it is also possible to add escalation at RPI plus an additional 2%.

 

Adding escalation to the annuity will increase the cost somewhat as outlined below: Example costs, based on a starting income of £12,000 per annum with no capital protection, for a female aged 90:

Fixed income:

£54,282

Escalating at 5% pa:

£60,224

Source: The Annuity Bureau – April 2008

 

In some cases it may be possible to agree fixed fee increases with care providers where a Care Fee Annuity is in place to meet payments.

 


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