Resources

YOUR OPTIONS IN RETIREMENT
Our Free Retirement Options Guide

We recommend you read our Free Retirement Options Guide first, as this provides an overview of the options available. The documents listed below are detailed guidance on specific topics. We are here to help you through both the terminology and the complexity.

Pensions

Capped Drawdown
March 2017
Flexi-access Drawdown
March 2017
Group Personal Pension Plan
February 2017
Investment Linked Pension Annuity
March 2017
Pension Annuity
February 2017
Pensions Death Benefits
January 2016
Personal Pension Plan
January 2017
Phased Retirement
February 2017
Self-Invested Personal Pensions
February 2017
Small Self-Administered Scheme
January 2017
Triviality and Small Pension Pots Lump Sum
January 2016
Uncrystallised Funds Pension Lump Sum UFPLS - series of withdrawals
March 2017
Uncrystallised Funds Pension Lump Sum UFPLS - withdrawal of entire fund
February 2017

Investments

Bed and Individual Savings Account
January 2017
Individual Savings Account
January 2017
Junior Individual Savings Account
January 2017
Lifetime ISA
January 2017