Drawdown Additional Information

1Address Details

2Current Pension

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Title

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First Name

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Last Name

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Email(Required)

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Phone

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Date of Birth

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Amount to provide annuity (£)

Your Address Details

Search Address by Postal Code

Address(Required)

Street Address Address Line 2 Town Postcode

Current Pension

Current Pension Provider :(Required)

My Current Pension Plan(Required)

Im Interested in Drawdown because:(Required)

When are you looking to take your benefits?(Required)

What date are you looking to take your benefits?(Required)

Have you spoken to Pension Wise or made an appointment with them?(Required)

Do you feel you are comfortable with ALL your retirement options?(Required)

(such as Annuity, Fixed Term Annuity, Flexi-Access Drawdown and Uncrustalised Fund Pension Lump Sum (UFPLS)?

Which best suits you:(Required)

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Note

A pension is a long term investment. The fund value may fluctuate and can go up and down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

Approved by In Partnership FRN 190859 September 2024

Simply Finance Limited trading as Simply Retirement is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Number: 5154149. Registered Office: 57 Castle Street, Canterbury, Kent CT1 2PY.