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Hi Chloe!

You last visited 28/01/2015

Your Progression

0%

Your Options

65
AGE YOU WISH
TO RETIRE EDIT
73
AGE DRAWDOWN
MAY RUN OUT
83
YOUR POSSIBLE
DEPARTURE AGE
10
CURRENT GAP
IN YEARS
£19,000

TARGET INCOME

EDIT

TARGET INCOME

TAXABLE INCOME

INFLATION EFFECT

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Your money

£0 DB Pension Each Year
£0 Total DC Pension
Transfer from DB to DC

Your Income Projection

Your Options

Retirement Planner

  • £5000 each year
  • £50,000 cash lump sum
  • £112,500 left to invest

You must transfer funds to your DC pot to unlock this option.

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Annuity

  • £5000 each year
  • £50,000 cash lump sum

You must transfer funds to your DC pot to unlock this option.

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Drawdown

  • £5000 each year
  • £150,000 left to invest

You must transfer funds to your DC pot to unlock this option.

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Cash lump sum

  • £5000 each year

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You must transfer funds to your DC pot to unlock this option.

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Your Scenario 1

  • £X,XXX each year
  • £XX,XXX cash lump sum
  • £X left to invest

You must transfer funds to your DC pot to unlock this option.

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Your Scenario 2

  • £X,XXX each year
  • £XX,XXX cash lump sum
  • £X left to invest

You must transfer funds to your DC pot to unlock this option.

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Your Scenario 3

  • £X,XXX each year
  • £XX,XXX cash lump sum
  • £X left to invest

You must transfer funds to your DC pot to unlock this option.

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Your Scenario 4

  • £X,XXX each year
  • £XX,XXX cash lump sum
  • £X left to invest

You must transfer funds to your DC pot to unlock this option.

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Your Scenario 5

  • £X,XXX each year
  • £XX,XXX cash lump sum
  • £X left to invest

You must transfer funds to your DC pot to unlock this option.

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Mix & Match

Click here to create your own scenario

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My comparisons

Your Current
Situation EDIT		Retirement
Planner EDIT		Drawdown EDITMy Scenario 1 EDIT
Guaranteed regular income
£15,000
each year
£18,750
each year
£35,000
each year
£21,500
each year
One Off Cash Lump £100,000 £100,000 £100,000 £100,000
Age Drawdown runs out -
73
73
73
Does not need managing Yes No No No
Control over how much I take and when No No Yes Yes
Benefits for my spouse Yes Yes Yes Yes
Leaving an inheritance Yes Yes Yes No
Minimising the amount of tax I pay No No Yes No
Show more details Expand
Back What do I do next?

Transfer from DB to DC

DB Income

£0
each year

Total DB Value £500,000

DB to DC Transfer amount

£0

NONE SOME ALL

DC Pot Value

£0

Add Savings

One Off Cash Lump

£0

Maximum tax-free amount

Pension TrancheInitial pension each yearFuture increases in paymentSpouses pensionNormal Pension Age
Pre 6 April 1997 £6,000 0% each year 50% 60 years
6 April 1997
to 5 April 2005		 £7,500 5% each year 50% 65 years
Post 6 April 2005 £1,500 Retail Price Index 66% 65 years
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Add more savings

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Your retirement planner options

One Off Cash Lump

£50,000

Annuity Value

£5,000
each year

Total Annuity £37,500

Flexible drawdown

£5,000
each year

Total Drawdown £112,500

Drawdown will run out aged
73
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Your annuity options
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One Off Cash Lump

£50,000

0%DC Cash25%

Annuity Value

£5,000
each year

Choose an income rate

Choose a spouses pension

Choose an ill health annuity

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Drawdown options
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One Off Cash Lump

£50,000

0%DC Cash25%

Flexible drawdown

£5,000
each year

Total Drawdown £112,500

Drawdown will run out aged
73

Choose a risk profile

Choose an increase rate

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Drawdown options
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One Off Cash Lump

£200,000

Tax implications

£60,000

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£140,000

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Mix and match
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One Off Cash Lump

£50,000

Tax Free Taxable

Annuity Value

£5000
each year

Total Annuity £60,000

Choose an income rate

Choose a spouses pension

Choose an ill health annuity

Flexible drawdown

£5,000
each year

Total Drawdown £112,500

Choose a risk profile

Choose an increase rate

Drawdown will run out aged
73
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Your Comparisons

Your Current Situation

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