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Flexi-Access Drawdown Quote

Best Pension Annuity is a trading style of Platinum Financial Consulting
AUTHORISED & REGULATED BY THE FINANCIAL CONDUCT AUTHORITY

Your Pension Fund is a valuable asset that was intended to provide income in your retirement. Please think carefully before making an irreversible decision

We first need to know about your pension fund(s) and how you plan to use it

What is the total value of your pension fund :

Have you previously taken Tax Free Cash from this pension ?		Yes No Don't Know
We will ensure you receive the maximum possible tax free benefit

Do you want a Tax Free Lump Sum :		Yes No
If you have not previously taken any tax free cash, you can take up to 25% of your fund value tax free.

Do you want to take an income or further lump sum :		Yes No
If you want a regular income a further lump sum besides the Tax Free Cash above, it will be classed as taxable income. If this is what you want, please tick the "Yes" box above

Do you want to take single payment or a regular income ?

How much income do you want ?

Do you want your quote to show income tax deductions ?

Do you want to take ALL of your pension fund in one go :		Yes No
You can take your fund all in one go, or over a few years to reduce tax liabilities. If this is what you want, please tick the "Yes" box above

Do you want to take all of your fund in one go or over a number of consecutive years ?		All at Once Number of Years
Any amount you take after any tax free cash entitlement will be liable to income tax. Customers with larger funds may prefer to take their money over a number of consecutive financial years to avoid falling into higher tax thresholds.

How many consecutive years to take all of your fund ?
Do you want full flexiblilty on how much you take each year (which will be subject to investment market fluctuations) or do you want to take a guaranteed fixed amount over a set number of years ?		Flexible Guaranteed
Important : If you select to take a guaranteed (non-flexible) amount over a set number of consecutive years then your fund will be protected from investment market fluctuations. This means that you would be protected from investment market crashes but likewise you would not benefit from any upturns. However, if you choose a longer term to take your money you could receive some guaranteed growth.

If you have answered "NO" to all of the questions above please Click Here

You will be redirected to a new quote form where you can select Drawdown without taking an income
or Tax Free Cash

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

Please Note : The new Pension Freedoms place a great deal of responsibility on the customer to make the right long term decision about their pension fund and how it is used. While Government Ministers say they "trust" people to make the right decisions, they will not have to deal with the financial consequences of a customer making the wrong decision. Your pension fund was intended to provide you with a long term income in retirement, if you take it all as one lump sum you may find yourself with little or no income during the later years of your life. This website does not give personal financial advice, you should think very carefully before making an irreversible decision. If you are in any doubt please request our independent financial advice service or speak to the Govenment's free guidance service Pension Wise.


	This website is for information purposes only. This website DOES NOT contain personal advice based on your circumstances.
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	Best Income Protection is a trading style of Platinum Financial Consulting The Old School House, East End Road Bradwell-on-Sea, Essex, CM0 7PY
	Telephone : 020 33 55 4827 Fax : 0871 277 1422 Email : info@platinumifa.co.uk AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY Copyright © 2015 & 2024 Platinum Financial Consulting FCA Registration Number : 227014
	Flexi-Access Drawdown \| Final Salary Pension Transfers & Advice \| Annuities \| Pension Solutions

Flexi-Access Drawdown Quote

Flexi-Access Drawdown | Final Salary Pension Transfers & Advice | Annuities | Pension Solutions