Pensions: Drawdown – Knowledge Direct

A drawdown arrangement that allows a client the flexibility to lock in a higher capped drawdown income limit is invaluable. We examine the issues that can affect the maximum income under capped drawdown and the options in a drawdown arrangement that are required to take advantage of them.

Adrian walker highlights the potential opportunities for advice from the forthcoming pension income withdrawal changes on 26 March 2013.

Flexible drawdown at a glance

This at a glance article describes the requirements that need to be met to access flexible drawdown.

Capped drawdown – changes to female drawdown rates December 2012

Her Majesty’s Revenue and Customs (HMRC) has updated their drawdown guidance for pension providers requiring that, from 21 December 2012, female drawdown limits be based on those that apply to males. Adrian Walker discusses the impact of this change.

All things being equal

Adrian Walker provides details of the effects of the Gender Equality Directive on drawdown clients.

Income ‘recycling’ to give tax relief for drawdown clients

Adrian Walker explains why people who are in drawdown but not taking any income could be losing out, and should seek advice.

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