How to schedule the surrender (encashment, liquidation) of a bond - UK

On the investments screen, within the bond, go to the Timing screen.

For a bond you are required to select a start event, indicating if the bond is owned today or when it is to be purchased in the future and an end event, indicating when the bond is to be fully encashed/surrendered.

If the bond is to be surrendered next year, for example, have an event in that year of the plan and select it as the bond's end event.

If the bond is to be surrendered now, as of the first year of the plan, use the Plan Start Event as the Start Event and the End Event. 

If you then view the Cash Flow tab in Year View, you should see a spike in the chart showing an asset liquidation in the year selected.



Related topics

Planned Withdrawals (Bonds, Life Funds) - Schedule planned future withdrawals from a bond

Bonds (Life Funds) - Options for encashing segments