FLEXIBLE INCOME OPTIONS

The taking of benefits is a crucial moment for investors. At Suffolk Life we aim to offer investors the flexibility to draw income in a way that suits them. Here are several examples of the flexibility we offer:

  

  • various income frequencies to suit the needs of your client
  • the option to change frequency of income payments
  • ad hoc payments on demand
  • the ability to start and stop income to suit investor needs
  • the option to draw separate income from separate plans
  • investors can still contribute providing the plan is not fully crystallised
  • automatic income matching disinvestment for plans invested via Cofunds
  • in specie benefit payments on death to facilitate succession planning 

 

We have technical experts within our administration teams to ensure complex queries surrounding the taking of benefits are well handled, please contact us now.

Visit our taking benefits section for more detail, or find out more about the MasterSIPP.

DISCLAIMER

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