lump sum

LUMP SUM /lʌmp sʌm/
nounB2IELTSTOEFL
financialgeneral

A single payment made at a particular time, as opposed to a number of smaller payments or installments.

Retirees often have to choose between a 'lump sum' (all the money now) or an 'annuity' (smaller payments forever).

The story behind the word. 'Lump' refers to a compact mass of something, and 'sum' comes from the Latin 'summa' (the highest point/total). Together, they describe a 'mass total' of money.

Word relationships

  • one-off payment: Common in the UK; implies a payment that won't happen again.
  • installments: A series of regular payments.
  • annuity: A yearly recurring payment.

Commonly confused with

  • stipend: A stipend is a regular, small payment; a lump sum is a large, one-time amount.

Collocations

  • lump sum payment
  • lump sum distribution
  • receive a lump sum

Example sentences

  • "The policyholder chose to receive the death benefit as a lump sum rather than in monthly installments." Insurance Claim
  • "The lottery winner opted for the lump sum payout, despite the higher tax burden." News

Memory hook

A 'lump' is one big piece; a 'lump sum' is one big piece of money. All at once.

When not to use

Don't use this for a series of payments; it must be the whole amount at once.

Fun facts

  • In the 19th century, 'lump' was often used to describe something that was taken as a whole without being weighed or measured.

Related words

withdrawal, annuity

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