Flexible Drawdown Quote

 
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Please tell us about your funds and how you would like to use Flexible Drawdown.

If you have used our website calculator this page should be pre-populated

 
Enter the value of all your pension funds below.
Have you previously taken Tax Free Cash
£
 
£
 
£
 
£
 
If you have more than four funds please consolidate them.
 
 
Rather than taking all of your fund(s) in one lump sum, to reduce your tax liabilities you can take a number of equal lump sums over a series of consecutive tax years.

Do you want to take a series of lump sums ?
 

Please select 'Single Lump Sum' or tell us over how many years you want to release your fund
 
 
 
I confirm I have £20,000 p.a. from guaranteed pension sources*  

* The following are 'guaranteed pension sources' : state pension, scheme pensions, company pensions, dependants’ scheme & company pensions, lifetime annuities, and dependants’ annuities.
 
   
 
 
 
 
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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

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