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FlexiAccess Drawdown Conversion Form This form should be used to request your capped drawdown plan is converted to flexiaccess drawdown, if you are also taking additional benefits such as pension

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How to fill out capped to flexi-access drawdown

01

Contact your pension provider to confirm if you are eligible for capped to flexi-access drawdown.

02

Complete any required paperwork provided by your provider to switch from capped drawdown to flexi-access drawdown.

03

Choose your new income limit under flexi-access drawdown and ensure it complies with HM Revenue & Customs rules.

04

Review and adjust your investments if necessary with the help of a financial advisor.

05

Monitor your pension regularly to ensure it meets your retirement income needs.

Who needs capped to flexi-access drawdown?

01

Individuals who currently have a capped drawdown pension and wish to have more flexibility in accessing their pension funds.

02

Those who want to take advantage of the more relaxed rules and tax implications associated with flexi-access drawdown.

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What is capped to flexi-access drawdown?

Capped to flexi-access drawdown is a pension option that allows individuals to take a tax-free lump sum while keeping the remainder of their pension pot invested to provide an income during retirement.

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

Individuals who have a pension pot and wish to access it through the capped to flexi-access drawdown option are required to file for it.

How to fill out capped to flexi-access drawdown?

To fill out capped to flexi-access drawdown, individuals need to contact their pension provider and request the necessary forms to apply for this option.

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

The purpose of capped to flexi-access drawdown is to provide individuals with a flexible way to access their pension savings while still being able to invest and potentially grow their remaining funds.

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

Information such as the amount of tax-free lump sum taken, the remaining pension pot value, and details of any income withdrawals made must be reported on capped to flexi-access drawdown.

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