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Drawing Benefits (Pension Freedom at Retirement)

Helping an individual to understand what arrangements they have

Educate and explain their options and what they mean i.e. stop work/draw benefits or phase in retirement over time – draw tax free lump sum? How to generate regular income?

Provide advice regarding their situation and options (formal recommendation report)

Help to implement an individual’s chosen approach (make it happen)

What next?

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    Areas of concern

    Workplace PensionsAutomatic EnrolmentProtection (Life/Health)WellbeingDrawing Benefits (Pension Freedom)Employee Education & EngagementOther

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