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SIPPConversion to Flexiaccess Drawdown FormJHAY1018Explanatory notes If your SIPP is currently in capped drawdown, and you wish to convert it to flexiaccess drawdown, please complete this form and send
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How to fill out conversion to flexi-access drawdown

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How to fill out conversion to flexi-access drawdown

01
Determine if you are eligible for flexi-access drawdown. This typically requires being over the age of 55 and having a defined contribution pension.
02
Contact your pension provider and express your interest in converting to flexi-access drawdown.
03
Discuss with your pension provider the specifics of your pension fund and any potential fees or charges associated with the conversion.
04
Fill out the necessary conversion forms provided by your pension provider. This may include providing personal information, investment preferences, and other relevant details.
05
Submit the completed forms and any required documentation to your pension provider.
06
Await confirmation of the successful conversion to flexi-access drawdown from your pension provider.
07
Once converted, you can begin making withdrawals from your pension fund while keeping the remaining funds invested.

Who needs conversion to flexi-access drawdown?

01
Individuals who have reached the age of 55 and wish to take control of their pension funds and have flexibility in managing their retirement income.
02
People who have a defined contribution pension and want to access the money in a more flexible manner.
03
Those who expect their retirement income needs to vary over time and want the ability to adjust their withdrawals accordingly.
04
Individuals who want to pass on any remaining pension funds to their beneficiaries upon their death, as flexi-access drawdown allows for potential inheritance.
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Conversion to flexi-access drawdown is the process of converting a pension fund into a flexible income in retirement.
Individuals who want to access their pension funds flexibly in retirement are required to file for conversion to flexi-access drawdown.
To fill out conversion to flexi-access drawdown, individuals need to contact their pension provider or financial advisor to initiate the process.
The purpose of conversion to flexi-access drawdown is to provide individuals with flexible access to their pension funds during retirement.
Information such as the value of the pension fund, date of conversion, chosen income options, and personal details may need to be reported on conversion to flexi-access drawdown.
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