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By telling us what you want, we will be able to ask you the appropriate questions linked
to the business you are interested in.
 
 
 
How do you want to use your Income Drawdown ?  
I only want to take a Tax Free Pension Lump Sum at this stage :
 
I want to take both a Tax Free Pension Lump Sum and an income
(including taxable lump sums) now :
 
I only want to take an income :
 
I want to invest and save in my plan, I will take income and lump sum later :
 
 
  Important : The new pension rules will allow you to use your pension fund as you like. This means that you can alter your options as often as you like. In the future you can start taking an income, change the amount you receive, alter the amount you take or stop taking an income altogether.  
 
What is the total value of your pension fund :
 
 
 
What is your Current Age :
 
In most cases you will have to be aged 55 or over before you can take any money from your pension
 
 
Your Email Address :     
We will initially send all information and quotes to your email account.
 
 
In requesting Personal Quotes and an Information Pack I understand there is no obligation on me to use your services and that you have not provided me with personal financial advice  
 
 
I understand that I am taking full control of my pension fund and how it is used. I understand that if I exhaust all of my pension fund I could be left with no income in retirement which could have a significant financial impact on my lifestyle  
 
 
Is there anything else you want to tell us about your drawdown requirements or do you have a specific question ?
 
 
 
   
 
 
 
 
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Telephone : 020 33 55 4827           Fax : 0871 277 1422           Email : info@platinumifa.co.uk

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Pension Annuity Specialists