Drawdown Pension:

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Drawdown at a glance

We aim to help you make an informed recommendation for your client. So if you’re unsure on our Drawdown Pension’s suitability, take a look at the key information.

CriteriaIncome DrawdownNotes
Minimum termNone.
Minimum age to take benefits55
Maximum age for applications85
Life basisSingle Life.
Minimum starting fund£30,000 (after Pension Commencement Lump Sum).Suggested fund size of £100,000 or more.
Adviser charging options
  • Initial.
  • Regular premium initial charge.
  • Ad hoc.
  • Monthly payments for ongoing fee where investment is in our Core fund range, quarterly payments for ongoing Self Invested and Selected Partner investment.
Online Services
  • Daily fund prices.
  • Online policy serving.
Contact Phone

Let's talk

0800 032 2990

9am - 5pm Mon-Fri

TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.