Un-crystallised Pension Benefits: 'Phased' crystallisation of benefits

Although the key attraction of 'phased drawdown' has largely been removed (now that death benefits are largely the same), one still has the option to 'phase' the withdrawal of tax-free cash, either via Flexi-Access Drawdown (FAD), or via a series of 'Uncrystallised Funds Pension Lump Sum' (UFPLS) withdrawals. This 'phasing' of tax-free cash is illustrated below - for the purpose of the illustration, I have chosen a 10-year period but, of course, any time period can be specified:

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Last updated 28 October 2015, Release 4.0.25



Retirement Income (Webinar 2)