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.
Offers a range of flexible tax free and taxable income options to suit your clients' needs.
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.