Drawdown toolkit
Welcome to our drawdown toolkit. Get instant access to online resources that are designed to provide ongoing support when reviewing drawdown business with your clients.
The Drawdown Review Process
Your review process is important and here we look at some of the steps for clients who have just taken their tax-free lump sum and those who are drawing an income.
 |
A step-by-step guide to reviewing clients' drawdown strategies |
|
 |
A set of questions to personalise income solutions based on client needs. |
Calculators
These tools help you model the sustainability of income, calculate the critical yield and demonstrate your clients' possible longevity.
|
Gives you an indication of what your client's critical yield might be - incorporating the impact of their health conditions. |
|
Helps you to model the sustainability of taking an income through drawdown. |
|
Provides life expectancy estimates based on health and lifestyle factors. |
