Sunday, 20 July 2014

Programmed withdrawal, the best option for Africans by Odunze Reginald C



Insurance marketers are good in selling Annuity by the slogan, Pension for Life, what is pension for Life, you will continue to draw your money until you drop dead, and once you drop dead after the  guaranteed period of Ten , nothing goes to your beneficiary and if the contributors draws up to 9years, the remaining one year pension goes to the beneficiary though on a monthly basis.
The Americans and Europeans are good at keeping fortune for themselves, and so annuity is good for them as they are only interested only on themselves, even where there is a family i.e. the nuclear family system the annuitants may not extend his savings for his immediate family unlike in African where we have the extended family system. In Africa, there is communal effort and Africans are good at being their brother’s keeper.
Even in America and elsewhere people are avoiding annuity, they argued that the period where they are paid only a particular and same type for all your life time is no longer tenable as investment is a necessary part of the pension scheme . According to Moret “Monitoring investments is very important. “A pension is for life, it’s not a case of 'buy and forget’,” said Mr Moret, who has earned the nickname “Mr Sipp” for helping to shape the industry since its launch.” In annuity , your investment is with other investment as such you don’t have access to your pension investment as it belongs to the actuary company and not to the individual investors. But in Programmed withdrawal, all your investments are reflected on your statements, and so there are the likelihood of extending the period of monthly pension.

And according to Richard Evans in an article” How to get by on a £100,000 pension pot”  which appeared in the Telegraph ,If you buy an annuity, you can fairly comfortably exceed this figure. The best-buy annuity will currently give you an annual income of £5,760, according to the Annuity Bureau. Add this to the basic state pension of £5,730 a year and the total comes to £11,490. The problem is inflation. While the state pension will rise in line, this particular annuity will not – the income remains fixed for life. An index-linked annuity currently pays £3,395 a year, making a total income of £9,125, or £775 below what is needed.  Continuing Richard thought of an alternative and he states “ let's look at what the alternative could do. This other means of taking a regular income from your pension savings is called "income drawdown". Here, rather than handing over your capital to an insurer in return for an income, you keep hold of it, normally within a self-invested personal pension or Sipp, and take an income from the interest or dividends it produces.”

From this brief presentation, it should be noted that if  whites who are advocate of nuclear family can start thinking of alternative to annuity, talk less of Africans who are of the extended family advocates.

According Campbell Fleming he noted that  "we don't know how many people will turn their backs on annuities but the evidence from my home country, Australia, where annuity purchase is voluntary, suggests that only 5pc of pensioners actually buy one. It's a similar story in the US. Annuities were designed at a time of high inflation and high interest rates, conditions that no longer apply. Continuing Fleming stated that he has issues on what could replace it and ask   "So what could replace them?" but he went to say that
"the reforms present an opportunity for the fund management industry to innovate and create investment products that meet the needs of this new generation of retired people. Clearly, it's imperative that we help that ensure investors understand their options, as more freedom for investors means more responsibility for fund managers" 
An investment that leaves nothing to your family when you die is not the best investment, Even in Bible Isaac has to bless Esau and Jacob before his death. He did not just leave them, the Bible stated, He bless them.

Odunze Reginald C

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