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Transferring your existing drawdown pension to the Vantage SIPP (Self Invested Personal Pension) is easy and in many cases you don't even need to sell your existing investments.
Before transferring, you should check whether any penalties will be applied to your existing plan, and that the transfer will result in at least comparable benefits. Drawdown in the Vantage SIPP is arranged on a non-advisory basis. If you receive advice on your current drawdown plan, this won't continue if you transfer to the Vantage SIPP unless agreed separately.
Drawdown in the Vantage SIPP is offered without advice as standard. Drawdown is a more complex option than an annuity, and if you are at all uncertain about its suitability, we strongly recommend you seek financial advice.
Our advisory team would be happy to help you, for more information about their services please contact them on 0117 317 1690 or visit the advisory services section of our website.
Please note drawdown is a more complex option than an annuity and if you make the wrong decisions you could run out of money. What you do with your pension is an important decision. Therefore, we strongly recommend you understand your options and check they are suitable for your circumstances: take appropriate advice or guidance if you are unsure. Our service is not personal advice. We offer a range of information to help and independent financial advice if requested. Alternatively, Pension Wise, the Government's new pension guidance service, provides a free impartial service to help you understand your options at retirement. It's available at www.pensionwise.gov.uk, by calling 030 0330 1001, or face to face.
If you have a question or would like more information call one of our specialists on: