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Drawdown tools and services
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Investment solutions designed for drawdown
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Award-winning service
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Defaqto 5 Star rated
What you need to know
- Available to clients aged 55 and above (57 from 6 April 2028)
- Your client can move seamlessly into Income Release from within their Pension Portfolio plan. If you have workplace clients, they can transfer into Pension Portfolio to access Income Release
- We offer investment options tailored specifically for the needs of drawdown clients, including our Governed Retirement Income Portfolios (GRIPs)
- When your clients are ready, they can enjoy a range of income options to suit their changing tax and income needs
- With no additional charge for accessing pension savings, Income Release offers your clients value for money.
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Flexibility
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Investment options
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Our service
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Online tools