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Tag Archives: Drawdown
Difference between Flexible and Capped Drawdown Pensions – Windsor
At retirement you have the option to move into Income Drawdown, rather than take an annuity. Drawdown is where your pension fund is still invested, however you are able to take an income from it at the same time. This … Continue reading
Financial Planning – Windsor
Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on … Continue reading
9 financial planning steps you should take in the 5 years before you retire – Windsor
For most of us, it’s simple. Go to work every month, get paid, have a look at the pension deduction on your wage slip. Once a year you receive a pension update that you don’t really understand. Oh well, pop … Continue reading
Annuity and your health – Windsor
According to MGM Advantage, in a study conducted by Research Plus with 2,086 UK adults aged 55+ (published in December 2011), 60% of people aged 55 and over have received medical treatment for conditions which would qualify them for an … Continue reading
Posted in Pensions Advice - Windsor
Tagged Advice, Annuity, Drawdown, Financial Adviser, Financial Planning, Financial Services, IFA
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Pensions advice – Flexible Drawdown from Windsor
I am sat in my office in Windsor, Berkshire studying for my next exam (J05) and reviewing the new Capped and Flexible Drawdown pension changes. Capped as you might know prevents a client taking out an income that they might … Continue reading