97% of clients who transfer their income drawdown plan to the Vantage SIPP find our service to be good, very good or excellent*Request an income drawdown transfer pack
*HL satisfaction survey May 2013, 110 respondents.
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.
Income drawdown in the Vantage SIPP is offered without advice as standard. Income drawdown is a complex product, 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.
Drawdown in the Vantage SIPP is arranged on a non-advisory basis. If you receive advice on your current drawdown plan, this will not continue if you transfer to the Vantage SIPP unless agreed separately.
Drawdown is a complex product, if you are at all uncertain about its suitability for your circumstances, we strongly suggest you seek advice. Your income is not secure. You control, and must review, where your pension is invested and how much income you draw within limits. Poor investment performance and excessive income withdrawals can deplete the fund leaving you short of income.
If you have a question or would like more information call one of our specialists on: