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Accurate coverage of Term Assurance, Income Protection and Annuity Rates in a functional spreadsheet.

Accurate coverage of Term Assurance, Income Protection and Annuity Rates in a functional spreadsheet.

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Are you looking for Term Assurance, Income Protection and Annuity Rates data?

The data within Investment Life & Pensions Moneyfacts Data Resource covers a range of scenarios enabling the comparison of available rates from providers in the market.

The invaluable tool provides for tracking individual rate changes, relative competitiveness, market trends and provider consistency.

Used by aggregators, intermediaries and providers.

 

Are you looking for Term Assurance, Income Protection and Annuity Rates data?

The data within Investment Life & Pensions Moneyfacts Data Resource covers a range of scenarios enabling the comparison of available rates from providers in the market.

The invaluable tool provides for tracking individual rate changes, relative competitiveness, market trends and provider consistency.

Used by aggregators, intermediaries and providers.

 

Provided in Microsoft Excel format.

Provided in Microsoft Excel format.

  • Compatible with all standard versions of Microsoft Excel.
  • Emailed daily to allow quick reactions to market changes with built-in ‘change tracking’ function.
  • Automated reports for management or sales forces saves time, money and resources.
  • Compatible with all standard versions of Microsoft Excel.
  • Emailed daily to allow quick reactions to market changes with built-in ‘change tracking’ function.
  • Automated reports for management or sales forces saves time, money and resources.

To discuss your individual requirements:

Contact our helpful Account Managers to arrange a demonstration or find out more information:

Term Assurance:

Term Assurance:

  • Data covers both Level Term and Decreasing Term data with critical illness options.
  • Shows key providers enabling trend analysis across both direct and adviser markets.
  • A range of eight age points are highlighted at five year intervals between 20 and 55 and smoking status.
  • Sample rates for £50,000, £100,000 and £250,000 sums assured.
  • Rates shown are updated on a daily basis.
  • Data covers both Level Term and Decreasing Term data with critical illness options.
  • Shows key providers enabling trend analysis across both direct and adviser markets.
  • A range of eight age points are highlighted at five year intervals between 20 and 55 and smoking status.
  • Sample rates for £50,000, £100,000 and £250,000 sums assured.
  • Rates shown are updated on a daily basis.
Screen Image of Moneyfacts Data Resource
Screen Image of Moneyfacts Data Resource
Screen Image of Moneyfacts Data Resource

Income Protection:

Income Protection:

  • Sample rates are available from key providers covering both conventional Protection only and Holloway contracts.
  • Rates are based on smoker designation and offer a choice of age 30, 40 or 50 combined with three deferment periods, two retirement ages and two benefit levels.
  • Two occupation types are available: Administration clerk and Self-employed painter and decorator.
  • Rates shown are updated on a daily basis.
  • Sample rates are available from key providers covering both conventional Protection only and Holloway contracts.
  • Rates are based on smoker designation and offer a choice of age 30, 40 or 50 combined with three deferment periods, two retirement ages and two benefit levels.
  • Two occupation types are available: Administration clerk and Self-employed painter and decorator.
  • Rates shown are updated on a daily basis.
Screen Image of Moneyfacts Data Resource
Screen Image of Moneyfacts Data Resource
Screen Image of Moneyfacts Data Resource

Annuity Rates:

Annuity Rates:

  • Shows sample rates for key providers giving five product options including level, escalating and guaranteed options.
  • Five age points for each option reflect the move away from a standard retirement age and the greater flexibility of annuity purchase timing.
  • Sample rates show purchase prices for £10,000 and £50,000.
  • Rates shown for single and joint life options.
  • Shows sample rates for key providers giving five product options including level, escalating and guaranteed options.
  • Five age points for each option reflect the move away from a standard retirement age and the greater flexibility of annuity purchase timing.
  • Sample rates show purchase prices for £10,000 and £50,000.
  • Rates shown for single and joint life options.
Screen Image of Moneyfacts Data Resource
Screen Image of Moneyfacts Data Resource
Screen Image of Moneyfacts Data Resource

Why Choose Moneyfacts Group plc?

Why Choose Moneyfacts Group plc?

Free Training Icon

FREE ongoing

training provided

FREE ongoing

training provided

Free Telephone Support Helpdesk Icon

FREE consultancy and support

FREE consultancy and support

No IT Installation Icon

NO IT installation needed for most products

NO IT installation needed for most products

Moneyfacts Daily News Bulletin Icon

FREE Daily News Bulletin

included with Moneyfacts

data products

FREE Daily News Bulletin

included with Moneyfacts

data products

Technical Support Icon

Expert technical advice and guidance

Expert technical advice and guidance

Free Training Icon

FREE ongoing

training provided

FREE ongoing

training provided

Free Telephone Support Helpdesk Icon

FREE consultancy and support

FREE consultancy and support

No IT Installation Icon

NO IT installation needed for most products

NO IT installation needed for most products

Moneyfacts Daily News Bulletin Icon

FREE Daily News Bulletin

included with Moneyfacts

data products

FREE Daily News Bulletin

included with Moneyfacts

data products

Technical Support Icon

Expert technical advice and guidance

Expert technical advice and guidance

Free Training Icon

FREE ongoing

training provided

FREE ongoing

training provided

Free Telephone Support Helpdesk Icon

FREE consultancy and support

FREE consultancy and support

No IT Installation Icon

NO IT installation needed for most products

NO IT installation needed for most products

Moneyfacts Daily News Bulletin Icon

FREE Daily News Bulletin

included with Moneyfacts

data products

FREE Daily News Bulletin

included with Moneyfacts

data products

Technical Support Icon

Expert technical advice and guidance

Expert technical advice and guidance

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Trusted by Regulators, Banks and Building Societies