Pension Drawdown Advice
Like the idea of drawdown, but not sure if it’s right for you? We’ll help you work it out.
What’s the best thing about pension drawdown?
The attraction with drawdown is the flexibility to access your money when and how you want.
You get to decide how much and how often you take it – giving you full control.
So, if you fancy a last-minute holiday, drawdown will give you the flexibility to do it.
However, you should be cautious…
Don’t take our word for it…
Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…
What’s the downside to pension drawdown?
Like everything in life, too much freedom isn’t always a good thing. If you use that flexibility to overspend, your pot could run out quicker than you anticipate.
Plus, there are risks to any investments and taking out lots of money from your pot could have tax implications too.
What’s right for you?
Ultimately, it’s about deciding what future you want and whether the option of drawdown would help you get it.
That’s where we come in – there to make sure you understand all the options and implications of any decision you make.
It all starts with a chat
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Talk To The Experts
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"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"