Papers on annuities


Annuities-related research

2014 ABI (2014), ‘The UK Annuity Market: Facts and Figures’, London: Association of British Insurers, Blake, D. (2014), ‘The consequences of not having to buy an annuity’, Discussion Paper PI-1409, Pensions Institute, June 2014, FCA (2014), ‘Thematic Review of Annuities’, Thematic Review TR14/2, Financial Conduct Authority, FCA (2014b), ‘Annuity Comparison Websites. Financial promotions review and guidance for firms, Guidance Consultation’, Financial Conduct Authority, February 2014, HM Treasury (2014), ‘Freedom and choice in pensions’, March 2014, Cm 8835, PPI (2014), ‘Freedom and Choice in Pensions: comparing international retirement systems and the role of annuitisation’, PPI Briefing Note Number 66, Pensions Policy Institute,

Thematic review on annuities issued by the Financial Conduct Authority, UK


Annuities and Other Retirement Products: Designing the Payout Phase, (Roberto Rocha, Dimitri Vittas, and Heinz P. Rudolph, World Bank, 2011)


Ending compulsory annuitisation: Qualifying the consequences, (David Blake, Edmund Cannon, Ian Tonks, Pensions Institute, 2010)

Ending compulsory annuitisation: What are the consequences, (David Blake, Edmund Cannon, Ian Tonks, Pensions Institute, 2010)

How TIAA-CREF Funded Plans Differ from a Typical 401(k) Plan, (John H. Biggs, TIAA-CREF Institute)


Policy Options for the Payout Phase, (Pablo Antolin, OECD Working Papers on Insurance and Private Pensions, N°25, 2008)

National Annuity Markets, Features and Implications, (Rob Rusconi, OECD Working Papers on Insurance and Private Pensions, N°24, 2008)

Good Practices when Choosing Assumptions for DB Pension Schemes with a Special Focus on Mortality, (The Pension Regulator UK, Consultation Document, 2008)


Rational and Behavioural Perspectives on the Role of Annuities in Retirement Planning (J. Brown, NBER 2007)

Behavioural Obstacles to the Annuity Market (W-Y Hu, J. Scott, Wharton, 2007)

Efficient Annuitization Optimal Strategies for Hedging Mortality Risk (W-Y Hu, J. Scott, Wharton, 2007)

Longevity Risk and Private Pensions (P. Antolin, OECD, 2007)

Developing Annuities Markets: The Experience of Chile (World Bank, 2007)

Annuities: A Private Solution to Longevity Risk (Swiss Re, 2007)

A review of the Irish Annuities Market (Pensions Board 2007)


Annuities supply + demand (OECD 2006) (OECD, 2006)

Developing Annuities Markets: The Experience of Chile, (Craig Thorburn, Roberto Rocha, World Bank, 2006)

The Pay-Out Stage in Chile: Who Annuitizes and Why?  (E. James, G. Martinez, A. Iglesias)

Annuities & Accessibility, How the industry can empower consumers to make rational choices, (Debbie Harrison, Alistair Byrne, David Blake, Pensions Institute, 2006)

Is Adverse Selection in the Annuity Market a Big Problem? (Boston College, 2006)

Household Ownership of Variable Annuities (J.Brown, J. Poterba, NBER, 2006)

Life Is Cheap: Using Mortality Bonds to Hedge Aggregate Mortality Risk (Boston College, 2006)

Living With Mortality: Longevity Bonds and Other Mortality Linked Securities (D. Blake, A.J.G. Cairns, K. Dowd, 2006)

Chile - An Empirical Analysis of the Annuity Rate (R. Rocha, M. Morales, C. Thorburn, World Bank, 2006)

The Annuities Market (HM Treasury, United Kingdom, 2006)


Projecting Mortality: Key Findings From a Forum of Experts (Boston College, 2005)

Survey of Annuity Pricing (E.Cannon, I. Tonks, 2005, DWP)

Who Would Buy an Annuity? An Empirical Investigation (Watson Wyatt, 2004)

Contractual Savings Conference 2008 Washington

Professor Fornero

Professor Piggott

World Bank Comparative Analysis

OECD Overview

Annuities Australia

Annuities Chile

Annuities Denmark

Annuities Sweden

Annuities Switzerland






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