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Taking benefits - Important notes
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.
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.
If you have any queries regarding the process please contact our Retirement Team.