Available to clients
aged 55+ with at least
£15,000 in their Core Investments.
We’ll typically pay tax-free cash into your client’s bank account within 5 working days.
We'll only apply a one-off charge in certain circumstances when Income Release is first used.
Visit the drawdown section of our website for more information about our drawdown proposition. You'll also find more information about how Income Release works in our Pension Portfolio technical guide.