Below is a snapshot of the data that we hold on Retirement Options.
Use the dropdown box to select your chosen pension provider and see what functionality they have in this area.
| 1 Are you providing any tools or support for advisers to assist them with the Pension Freedom changes? |
| 2 Do you offer lifetime annuity products? |
| 3 Do you offer an impaired life annuity? |
| 4 Do you offer a deferred annuity? |
| 5 Are you going to develop any additional annuity products? |
| 5.1 If yes, please confirm what these are |
| 6 Do you offer a flexible access drawdown product? |
| 6.1 Is this a combined or standalone solution? |
| 6.2 Do you allow members to make ad-hoc withdrawals? |
| 6.3 Can you facilitate adviser charging from a combined flexible access drawdown facility? |
| 6.4 Have you applied any with withdrawal restrictions? |
| 6.5 What is the minimum fund value required to designate flexible access drawdown? |
| 6.6 What is the minimum payment allowed as a regular income payment from flexible access drawdown? |
| 6.7 Can payments be requested by the member online with no manual intervention in the payment process? |
| 6.8 Can members take tax free cash and no income from the flexible access drawdown? |
