• Pension income drawdown

    Your clients' retirement plans are a big unknown. Their priorities and needs of today are likely to change.

    With flexi-access drawdown you can give them greater flexibility to help manage the unknown as well as helping smooth the transition into retirement with drip feed drawdown.
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    New drip feed drawdown option

    Ease even your busiest clients into retirement 

    • Smooth the transition from work to retirement - with the option for additional monthly income.
    • Potential growth by keeping your clients' pension pots invested.
    • Opportunities for tax efficient planning by phasing the level of tax-free income taken.
    • Monthly 'payslips' so your clients can keep up to date with how much income is received and tax paid. 
    • Available across the Retirement Wealth Account, Elevate Pension Investment Account and The Personal Pension.

    See how this could work with your clients. 

    Take a look at Sarah's story

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    Flexi-access drawdown offers:

    • Flexibility for your clients to take as much or as little income as they need.
    • Option to move the entire fund, lump sums or regular amounts into drawdown.
    • Option to take 25% tax-free cash of the amount moved into drawdown.
    • Potential growth by keeping your clients' pension pots invested. 

    Download our Pensions benefits guide

  • Available on the following products

    Flexi-access drawdown

    Drip feed drawdown

    Retirement Wealth Account

    Pension Investment Account

    The Personal Pension

    Family Suntrust

    The Executive Pension

    The Section 32

  • Also available through the Elevate Pension Investment Account. 
  • Show your clients how drawdown could work for them. Call us on 0345 129 9993 for an illustration.
    We sometimes record telephone calls to help with training, service and security.
  • Please bear in mind

    By taking income from a pension fund, together with any charges, your client is reducing the value of their pension fund and potential for future growth - particularly if they take high levels of income and/or investment returns are poor. The value of the fund could fall below the amount originally placed in drawdown and could even run out sooner than illustrated.

    Taking high income and/or lump sums may mean your client will pay more tax, and could cause them to enter a higher tax bracket.

    Tax treatments are subject to change and depend on individual client circumstances.

    Investments can fall in value as well as rise and clients could get back less than they invest.