Income drawdown is key to retirement planning – giving flexible investment and income solutions to your clients who are in or approaching retirement.
Accessible through the LV= Pension wrapper, we match a range of drawdown options with our wealth of experience
Income drawdown offers many features, including:
There are some important things you should know about our Drawdown Pension:
This offers your clients income flexibility and tax planning opportunities.
Variable income can be taken each year with no upper or lower limits. There’s no requirement to take any income at all, if only tax-free cash is required at outset. Tax-free cash can be taken on a monthly basis, providing full flexibility.
This offers greater income flexibility, effective tax planning by only crystallising funds as required and minimising exposure to tax on death.
We can provide Phased Drawdown quotations to help with your planning and recommendations.
This offers your clients income flexibility and tax planning opportunities.
Variable income can be taken each year with no upper or lower limits. There’s no requirement to take any income at all, if only tax-free cash is required at outset. Tax-free cash can be taken on a monthly basis, providing full flexibility.
The retirement landscape has changed. Despite economic uncertainty, your clients now have more choice and control over their retirement income.
Recommend a bespoke solution by blending our retirement income products into one simple account. This gives the best level of security and flexibility – meeting your clients’ needs now, and for years to come.
For many of your clients, their health becomes more important as they near retirement. That’s why we offer LV= Doctor Services. It means your client and their spouse/partner can access confidential, expert medical advice, whenever they need to.
There are six services available:
When your client invests in our Drawdown Pension, they will become an LV= member. Being a member means they can get access to exclusive member benefits and additional support services.
9am - 5pm Mon-Fri
TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.
