What's in the video?

This video has 8 chapters:

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Chapter 1: Reviewing your drawdown pension

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

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Chapter 2: Do I need to change anything?

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

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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?

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Chapter 4: Tax

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

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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.

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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.

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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.

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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?

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