Answer the two questions below and get an indication of the maximum tax free cash you may be able to take from your pension fund.
Your Age :   
Pension Fund Value :
£  
All figures are estimates based upon your input and therefore cannot be guaranteed.
Customer Opinion
I found this service very efficient, Everything was explained well, in simple language. I was kept informed at all times and the whole procedure was quickly processed.

An excellent service to be recommended.
Mr L. Fox (Essex)
Score : 10 out of 10

 

 

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Pension Lump Sum

 
 

If you have a pension plan then you can take 25% of it as a tax free lump sum. Current Pension rules don't allow you to take this lump sum before the age of 55.

But what happens if you are aged 55 but don't really want to receive your pension income until you are say 65 ? If you take the lump sum directly from your existing pension most contracts will insist that you must also take a regular income, otherwise known as an annuity.

This may not be a good idea as the income will be taxed and you are likely to get less in terms of an income if you take that income 10 years before you actually need it.

We can hemp you take a pension lump sum while leaving the rest of the fund invested for your retirement.

     
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Enhanced Annuities