ILLUSTRATION WIZARD

Illustrations below are for MasterSIPP.

For SmartSIPP illustrations visit our SmartSIPP illustration page, or log in to the secure portal if illustrations are for an existing client or you wish to be able to save and return to your illustrations later.

Crystallised benefits are illustrated separately from uncrystallised benefits. Therefore you may need more than one illustration type to illustrate for the whole of your client's plan. Please click on one of the following links to launch the illustration wizard. '

For transfers in of Flexible Drawdown, please use the "Pre-retirement transfer in followed by immediate crystallisation" wizard.

Pre-retirement
Illustrate the effect of contributions or transfers building up to provide benefits at a future date. 		Click for further information
Immediate crystallisation for drawdown
Please log in to your Secure Portal account.
Illustrate the PCLS and income benefits which could be drawn now from an existing SIPP at Suffolk Life. 		Click for further information
Pre-retirement transfer in followed by immediate crystallisation for drawdown
Illustrate the PCLS and income benefits which could be drawn following transfer of an existing pension fund (from which no benefits have been drawn) into a new Suffolk Life plan. 		Click for further information
Crystallised transfer in for capped drawdown only
Illustrate the prospective benefits if an existing pension fund which has already been crystallised for benefits is transferred to a new Suffolk Life plan. 		Click for further information

DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.