Review of Behavioral Economics > Vol 12 > Issue 1

Lifetime Annuity – Insurance or Risky Investment?

Radosław Kurach, Faculty of Economics and Finance, Wroclaw University of Economics and Business, Poland, radoslaw.kurach@ue.wroc.pl , Beata Zmyślona, Faculty of Economics and Finance, Wroclaw University of Economics and Business, Poland, Marek Kośny, Faculty of Economics and Finance, Wroclaw University of Economics and Business, Poland, Paweł Kuśmierczyk, Faculty of Economics and Finance, Wroclaw University of Economics and Business, Poland
 
Suggested Citation
Radosław Kurach, Beata Zmyślona, Marek Kośny and Paweł Kuśmierczyk (2025), "Lifetime Annuity – Insurance or Risky Investment?", Review of Behavioral Economics: Vol. 12: No. 1, pp 17-37. http://dx.doi.org/10.1561/105.00000201

Publication Date: 23 Jan 2025
© 2025 R. Kurach, B. Zmyślona, M. Kośny and P. Kuśmierczyk
 
Subjects
Behavioral finance
 
Keywords
JEL Codes: J32, D81, G41
Lifetime annuityrisk attitudesurveyexperimentold-age financial security
 

Share

Open Access

This is published under the terms of CC BY-NC.

In this article:
Introduction 
Literature Review 
Pension System and Lifetime Annuities in Poland 
Methods 
Data 
Empirical Results 
Conclusions 
Appendix 
References 

Abstract

The roots of the annuity puzzle, recognized as an unexpectedly low demand for lifetime annuities compared to theoretical predictions, are the subject of an ongoing research debate. In this study, we present empirical evidence that may cast new light on this issue. Utilizing data from a nationwide survey combined with a non-incentivized experiment on pension attitudes, we investigate the dual nature of individuals’ risk perception associated with lifetime annuity products. A wide range of control variables is employed to ensure the robustness of the results. We find a significant relationship between the demand for lifetime annuities and one’s relative risk attitude in two areas. Consequently, lifetime annuity buyers are likely to be risk-averse but, at the same time, risk-tolerant when it comes to financial matters. We argue that individuals view lifetime annuities not just as a hedge against longevity risk but also as an investment vehicle with uncertain future payouts.

DOI:10.1561/105.00000201