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Small Self Administered Scheme Capped Drawdown to Flexiaccess Drawdown Conversion Form Important notes We recommend that you take advice from a regulated financial adviser before you complete this

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What is capped drawdown to flexi-access?

Capped drawdown to flexi-access is a process that allows individuals to convert their capped drawdown pension funds into flexi-access drawdown funds, giving them more flexible access to their pension savings.

Who is required to file capped drawdown to flexi-access?

Individuals who have a capped drawdown pension and wish to convert it to flexi-access drawdown are required to file capped drawdown to flexi-access.

How to fill out capped drawdown to flexi-access?

To fill out capped drawdown to flexi-access, individuals must contact their pension provider or financial advisor to initiate the conversion process and provide all necessary information and documentation.

What is the purpose of capped drawdown to flexi-access?

The purpose of capped drawdown to flexi-access is to give individuals more flexibility and control over how they access their pension savings, allowing them to take withdrawals as and when they need them.

What information must be reported on capped drawdown to flexi-access?

The information reported on capped drawdown to flexi-access typically includes details of the individual's pension funds, the conversion process, any tax implications, and the new flexi-access drawdown arrangement.

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