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IFA Exeter
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"Working together to deliver an exceptional service"
Exeter | 01404 598168 Colyton | 01297 553286 Exmouth | 01395 207350
 
Sipps Pensions Exeter
 
 
 
Starting Drawdown

A SIPP/PPP in drawdown can be started at retirement (currently from age 55) by bringing together a number of existing pensions into one simple to manage fund. At Raymond James we will sit down with you and look at your financial picture to assess whether an annuity or a pension income withdrawal plan is the most suitable for you.

Some of the factors we will consider will include:

  • Your income needed now and into the future
  • Any sources of other current or future income
  • Your health and lifestyle and that of any potential beneficiary
  • Your entitlement to Enhanced & Impaired Annuities
  • Your age and willingness to deal with complex investments
  • Your appetite for investment risk
  • The critical yield required to maintain your ability to buy an annuity in the future
 

Once we have built up a complete picture we will report back to you with the options available. Should you then feel that a drawdown contract is right for you, we will start to work bringing all your funds into a SIPP and arrange for any tax free cash payment.

Together with you we will then plan an investment strategy to match your risk profile and the income need required.

 
 
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Independent Financial Advisor Exeter Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
 
Colyton Offices
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01297 578 460 
Exmouth Offices
32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 542 551
Exeter Offices
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 373
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Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures