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As more clients seek to phase their retirement our Regular Drawdown option could be a good way of providing a tax efficient income.
Our Regular Drawdown option is fully automated and online, so you can set-up a regular income for clients. Each withdrawal can be tax-free cash or the right mix of tax-free cash and taxable income to suit their circumstances.
Elevate Regular Drawdown allows you to:
Tax rules may change over time and tax treatment will depend on your client’s individual circumstances.
Yes, it is protected under the Financial Services Compensation Scheme (FSCS). This means that if we were unable to pay claims / benefits because of financial difficulties, your client may be able to make a claim with the FSCS if they are eligible. There are limitations to the amount of your client's investment that is protected.
Our pricing structure has been built on simplicity, so our charges are clear, simple and transparent.
We offer a range of product wrappers allowing you to review and manage your clients' investments all in one place.
Manage your clients' portfolios quickly and easily using our tools or get an illustration.