Income Withdrawal Brochure

An annuity income may not be your only choice. An alternative may be an Income Drawdown Plan via a Personal Pension. Further information on this can be found at: http://www.moneymadeclear.fsa.gov.uk/tools/publications/publications.html

If you are interested in Pension Fund Withdrawal or Income Drawdown, We would be pleased to discuss this matter with you in more detail. This is an area of retirement planning that requires advice. It is extremely important that we ensure this is the correct way to take your retirement benefits.

It can allow you to:

‘phase’ the taking of your retirement benefits, in a tax efficient manner.
Take your Tax Free Cash lump sum and take an income from the remaining money, giving you flexibility (deferring the purchases of an annuity and the associated choices).
Take your Tax Free Cash lump sum and take no income, leaving the remainder invested for the future.
Allow you to take your benefits, whilst providing flexibility in death for your spouse / dependents, offering more choice than an annuity.

These are just a few of the potential benefits but there are many risk as well. These need to be fully explained.

Fill in the enquiry form and we will contact you to discuss your options/requirements.

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Income Withdrawal Brochure

Enquire Now! - Only takes 90 seconds

To allow us to fast track your quote, please complete the following detail: