Income Protection Guide (UK)

What Income Protection Is

Income protection (IP) pays a tax-free monthly income if you cannot work due to illness or injury. Continues paying until you can return to work, the policy ends (usually age 65-68), or you die. Significant difference from critical illness cover: IP pays a regular income (replaces wages) whereas CIC pays a one-off lump sum on diagnosis of specified conditions. IP covers any inability to work — not a list of specified illnesses. Long-term IP: pays until retirement age or recovery, whichever first

Deferred Period

Deferred period: the wait between becoming unable to work and payments starting. Common deferred periods: 4 weeks, 8 weeks, 13 weeks, 26 weeks, 52 weeks. Longer deferred period = much lower premium. Premiums roughly halve when going from 4 weeks to 26 weeks. Choose based on: how long can you cover yourself without IP payments? Emergency savings + employer sick pay = covered period. If employer pays 13 weeks full sick pay and you have 3 months expenses saved: 26-week deferred period bridges natur

Benefit Level

Maximum monthly benefit insurers will pay: typically 50-65% of gross income (some insurers up to 70%). Why capped: insurers want to incentivise return to work — too high a benefit creates moral hazard. Aim for net income replacement. IP payouts are tax-free (paid from premiums you've paid from net income). So 50% of gross income often roughly equals 65-70% of net take-home pay — close to maintaining living standards. Choose what you can afford to pay premiums on, balanced against essential outgo

Premium Cost Drivers

Same factors as critical illness cover, plus: occupation rated more carefully for IP (since occupation directly affects claim probability). Lower-risk office-based jobs: cheapest premiums. Manual trades, healthcare, emergency services: higher premiums. High-risk occupations (offshore, certain medical specialties): may need specialist insurers. Indicative monthly premiums for £2,000/month benefit, age 35, non-smoker, 13-week deferred period, to age 65: clerical/IT/management work: £25-45/month. H

Not financial advice. This calculator is for general information and education only. Figures are estimates and may not reflect your circumstances. For decisions, consult the FCA register and a qualified financial adviser. See our editorial standards.

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