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VIDEO:

A guide to flexible incomes

Understanding your options

Watch our helpful video, made in partnership with Money Alive, that helps you understand the options when it comes to providing a flexible income in retirement.

What's in the video?

This video has 9 chapters:

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Chapter 1: Guide to flexible income

A guide to using your pension pot to provide a flexible retirement income.

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Chapter 2: Maintaining your FAD income

What do I need to consider when deciding the level of my FAD income?

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Chapter 3: Death benefits

What happens to my pension pot when I die?

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Chapter 4: Shopping around for FAD

How do I get the best product for me and my circumstances?

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Chapter 5: Tax

How will my lump sum be taxed?

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Chapter 6: Scams

How can I protect myself from pension and investment scams?

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Chapter 7: Debt

How might taking my pension pot impact me if I'm in debt?

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Chapter 8: Means-tested state benefits

How might taking pension withdrawals impact on me if I am eligible for means-tested state benefits?

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Chapter 9: Case study – flexible income

An example of someone who might benefit from having a flexible income.

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To view the guide, simply click the button below to register and view.

ADDRESS
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Beam House

Wharfebank Mills 

Ilkley Road

Otley LS21 3JP

 

 

MC 14

No 5 The Heights

Weybridge

Surrey KT13 0NY

CONTACT
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01943 663143

enquiries@financialframework.co.uk

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Important Statement

Financial Framework Wealth & Estate Planning Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate will writing, taxation and trust advice. Not all Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 843450 at https://register.fca.org.uk. Registered office: 35 Westgate, Huddersfield, HD1 1PA. Registered in England No. 11602026. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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