Income Drawdown - Getting Advice
When choosing a
financial adviser to arrange, or discuss income drawdown with, there are a number of key points to
remember
- Ensure the adviser is
competent in this specialised area
- Ensure the adviser
understands your entire financial circumstances
- Many people would
argue that an independent financial adviser, who has access to the whole market
is best
The Financial Services
Authority (FSA),
the industry regulator provides its own impartial guide on Income Withdrawal,
which also lists the key points about seeking advice.
Click here
to download the guide (this is an external website and we are not
responsible for its content).
Here at the Policy
Servicing Company Ltd all our advisers who advise on income drawdown are pension
specialists. They will at least hold the specialist Advanced Financial Planning
Certificate for Pensions (the G60 qualifications), and will deal extensively in
pensions. Our Process
- Obtain all the
information about your existing contracts
- Obtain all the
information about your existing circumstances
- Discuss your
requirements
- Research the market
for the most suitable solution for your needs
- Explain the reasons
and complete paperwork
What is more we can do
this work on either a commission basis, or on a hourly fee basis, the choice is
yours. So if you want
to discuss how we can help you with your retirement, then please
contact us now - by phone or
email.
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