handover document - drawdown · handover document - drawdown - january 2019 income required if...
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Handover Document - Drawdown - January 2019
£180
£510**
By signing, you confirm that all information contained in this Handover Document is accurate and up-to-date
INTERNAL DRAWDOWN
OTHER TO DRAWDOWN
DRAWDOWN TO DRAWDOWN
St. James’s Place Plan Number
Please provide Wealth Account where applicable
OAF PAYABLE (0.25-0.50)
Remuneration PLEASECONFIRM
ADDITIONAL ADVICE CHARGE %
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Handover Document - Drawdown - January 2019
INCOME REQUIRED
If different from above;
(Please specify)
Please select one box
Briefly confirm why the client wants to take an income through pension fundwithdrawal - reasons for discounting an annuity purchase, deferring taking an incomeand utilising other assets need to be provided.
If no, please provide details
Please provide a breakdown of any tax free cash which is required, providing as muchdetail as possible.
TAX FREE CASH DETAILS
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The Paraplanning Partnership Ltd5 The Parade, Church Street
Armthorpe, Doncaser, DN3 3AGwww.theparaplanningpartnership.co.uk
Handover Document - Drawdown - January 2019
Please provide soft fact as to why the client wants to take tax free cash / income and why they are unhappy with their existing provider:
CEDING PROVIDER PLAN TYPE PLAN NUMBER
Please send all supporting documentation to: The Paraplanning Partnership Ltd, 5 The Parade, Church Street, Armthorpe, Doncaser, DN3 3AG.
Or email to: [email protected]
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Handover Document - Drawdown - January 2019