Income Drawdown
Drawdown to Drawdown Comparison, Crystallised/Uncrystallised Drawdown Transfer Analysis, Critical Yield calculator and a Maximum Income/Phased Drawdown Calculator.
- Assessment of clients' existing plans and calculation as to how best to achieve the annual income required, including the ability to calculate avoidance of paying higher rate tax
- Drawdown Provider Comparison for clients going into a drawdown scheme
- Crystallised and Uncrystallised Transfer Analysis for existing products, assess the potential benefits of a Transfer from an existing Drawdown Plan to a new Drawdown product
- Critical Yield calculator to compare Drawdown against an annuity quote
- Maximum Income/Phased Drawdown Report- shows the client the best way to take their income and how it's phased over the contract term