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Our Free Comprehensive Lump Sum Guide  

Get Your FREE Guide to using Pension Drawdown and Taking a Lump Sum from your Pension

Our guide will give you a comprehensive understanding of how you can take a
Tax Free Lump Sum from your Pension and use Income Drawdown

If you want to know exactly how to take a lump sum from your pension then our guide will explain everything for you using simple easy to understand language.

Your guide will be sent to your email account in Adobe PDF format.

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Our guide covers :

Who can take a Lump Sum from their Pension

Eligible Pension Funds

How much can be taken TAX FREE

When you can take ALL of your Pension as a Lump Sum

How to take an income later

and much more

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As a business that deals with customers across the UK and abroad who are making important decisions about their retirement options we want to demonstrate our commitment to those customers by providing as much information to them as possible, in an easy to understand format.

We recognise as a non-advised service that customers need all the information possible so that they can make an informed decision. This website and our guide demonstrate our commitment to our customers.

We would very much appreciate your help and input in helping us to make the guide better for other customers in the future. If when reading the guide you think there is anything that is missing, misleading, unclear or wrong, please tell us.

If you have any suggestions on how we can improve the guide we would like to know that as well. We take our customers feedback very seriously and want to hear what you have to say - good or bad !

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Please Note : The new Pension Freedoms place a great deal of responsibility on the customer to make the right long term decision about their pension fund and how it is used. While Government Ministers say they "trust" people to make the right decisions, they will not have to deal with the financial consequences of a customer making the wrong decision. Your pension fund was intended to provide you with a long term income in retirement, if you take it all as one lump sum you may find yourself with little or no income during the later years of your life. This website does not give personal financial advice, you should think very carefully before making an irreversible decision. If you are in any doubt please seek independent financial advice or speak to the Governments free Pension Wise guidance service.
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Platinum Financial Consulting
The Old School House, East End Road
Bradwell-on-Sea, Essex, CM0 7PY

Telephone : 020 33 55 4827           Fax : 0871 277 1422           Email : info@platinumifa.co.uk

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Pension Drawdown Specialists