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Drawdown resources

Drawdown
resources

Interactive tools and account features to help you manage your pension savings with ease and efficiency

If you ever have a question, our knowledgeable Pensions Helpdesk is always on hand to help. You can contact them by calling 0117 980 9926.

Calculators

Drawdown calculator

See what withdrawals may be sustainable, how investment growth and charges could affect your fund value, and what might be left to pass on to loved ones.

Calculate

Calculate how much tax might be deducted when you first take a payment from drawdown.

EMERGENCY CALCULATOR

Calculate how much income tax you might pay if you take a lump sum from your pension.

INCOME TAX CALCULATOR

How long might you live? Use this when working out how much you may need in your pension pot.

LONGEVITY CALCULATOR

Calculate your income against your expenditure to work out the difference.

BUDGET PLANNER

Find out the growth rate needed to protect your savings from inflation.

INFLATION CALCULATOR

Get guaranteed quotes from the whole market to see how much annuity income you could receive.

ANNUITY QUOTE TOOL

Investment research

Learn about different strategies for investing a drawdown plan, plus fund ideas for income.

More about drawdown investment strategies

Stay up to date with the latest fund research provided by our team of experts.

View fund research

Learn more about shares, including recent news articles and opinion.

View share research

Managing your account

View key dates for managing your drawdown income.

Go to calendar

View and manage your portfolio wherever you are, whenever you want, with our free mobile app.

Download your free app

Make it easier to manage your family’s portfolios. View them in one place, using a single set of login details.

More about linked accounts

Display the holdings in your portfolio the way you want, in the order you want.

More about customising your display

Analyse all of the investments you hold, including asset allocation, past performance and the geographical distribution of your portfolio.

More about portfolio analysis report

Bring all your ISAs, pensions, funds and shares together and give yourself more control.

Find out why and how to transfer