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Taking benefits - Important notes

Valuations
The whole fund will need to be valued in order to calculate the benefits due correctly. This can take some time dependant on the third party involved.

Properties
You will need to instruct us which property valuer to use to value any property held within the SIPP. It is best to do this at the same time the drawdown form is submitted to try and speed the process up.

Contact
If you have any queries regarding the process please contact our Retirement Team.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.