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VIDEO:

A guide to pensions drawdown

Reviewing your drawdown options

Watch our helpful video, made in partnership with Money Alive, that provides information on the importance of reviewing your drawdown pension and the important factors to consider.

What's in the video?

This video has 8 chapters:

Chapter 1: Reviewing your drawdown pension

The importance of reviewing your drawdown pension and the important factors to consider.

Chapter 2: Do I need to change anything?

Key factors to consider including your objectives, income & capital, risk, taxation, inflation and fund performance.

Chapter 3: Are the risks still right for me?

Are you still comfortable with the risks you are taking and what alternatives do you have?

Chapter 4: Tax

How is any income or lump you take from your drawdown pension taxed?

Chapter 5: What will happen when I die?

The death benefits available from your drawdown pension, the options available to your beneficiaries, and the importance of keeping your wishes up to date.

Chapter 6: What is the risk of me running out of money?

Understand the different risks you need to consider and the impact they could have.

Chapter 7: What happens when I reach age 75?

How a second lifetime allowance test is undertaken at age 75 and how your pension is taxed if the allowance is exceeded.

Chapter 8: Challenging financial circumstances

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

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

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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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