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We provide advice on all aspects of pension drawdown and other financial investments.
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Home Pension Drawdown Death Benefits in Pension Drawdown
Death Benefits in Pension Drawdown PDF Print E-mail

In the event of your death whilst in a Pension Drawdown plan, the value of the pension fund can be used to provide your dependents with a cash sum, a lifetime annuity or they can continue to receive income from their own Pension Drawdown plan set up with the value of your fund. You can also leave the fund to beneficiaries who are not your dependents in the form of a lump sum subject to a HMRC recovery charge of 55%.

 

The value of investment and income from them may go down. You may not get back the original amount invested.

Pension Drawdown Compnay pension crystallisation options

Download our comprehensive pension options guide by clicking on the above image. 

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Financial Advisers

Jonathan Walker
jpwalkersmall2Jonathan is the director and joint owner of the Pension Drawdown Company.

Christopher Hill
christopherChristopher is a Chartered Financial Planner, Certified Financial Planner and Fellow of the Personal Finance Society. 

Bob Diamond
bobdiamond2Bob is a Pension Specialist who has been with the company since its incorporation in 1996. Bob has been a financial adviser since 1989.

Andrew Ross
Andrew RossAndrew is a diplomaed financial adviser with a history in banking.

Roger Easterbrook
RogerEasterbrookRoger is a diplomaed financial adviser with a background in Executive Search.

Click here for more team members.

 


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