Here is a video that steps through the process of setting up planned withdrawals from accounts and how to ringfence funds using liquidation limits: Liquidation Limits and Planned Withdrawals.
- About the Planned Withdrawals screen and how to schedule withdrawals
- Liquidation Limits and Planned Withdrawals - Tools for controlling future asset liquidations
- How to schedule Planned Withdrawals **Adviser Go, all regions**
- Scheduling planned withdrawals from pensions
- Withdrawal Limits – Placing restrictions on the software’s ability to liquidate assets as needed