ILLUSTRATION WIZARD

Our Illustration wizard allows you to create new illustrations for your client. If your client already has a SIPP with Suffolk Life then please log in to your portal account.

There are 4 types of illustration available meeting virtually every stage of a client's retirement. Once you have completed the details, you can request the illustration to be e-mailed to you; normally sent within 5 minutes. Click to quote for:

Pre-retirement
Illustrate the effect of contributions or transfers building up to provide benefits at a future date. 		Click for further information
Immediate crystallisation
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
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 MasterSIPP. 		Click for further information
UI transfer in
Illustrate the prospective benefits if an existing pension fund which has already been crystallised for benefits is transferred to a new Suffolk Life MasterSIPP. 		Click for further information

If you require a quotation for ASP, click here to e-mail your details to your administration team

DISCLAIMER

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