Taking Benefits from an Arrangement

Benefits can be taken as Lump Sums and Pensions, though the exact makeup of the way you choose to take benefits is quite flexible, so most people should be able to arrange them to suit their particular needs.

This is an area where it is essential that you discuss the options with your financial adviser several years before you expect to retire, or semi retire. With advance planning comes maximum flexibility.

Last updated on April 2, 2008

Generation Estate Planning Limited is an appointed representative of Heritage Financial Services which is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 185508

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