Please select the type of SIPP projection you require. This projection should be read in conjunction with the A J Bell SIPP Key Features.
If you select 'new SIPP', account will be taken of the fees and charges relating to the establishment of the SIPP. If you select 'existing SIPP', it will be assumed that these fees have already been met, although in all other respects, the two projections are identical.
Please note that these Illustrations have been designed predominantly for Financial Advisers to use. Whilst we believe that many users will be able to understand the technicalities of the projections, unfortunately we cannot provide technical assistance to support the use of these Illustrations. If you need any additional help we strongly recommend that you seek the guidance of a suitably qualified Financial Adviser.
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A J Bell Retirement Projection new SIPP
A J Bell Retirement Projection existing SIPP
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Select new SIPP if benefits are not currently held in a A J Bell Platinum SIPP. Select existing SIPP if benefits are currently held in a A J Bell Platinum SIPP. Project benefits to a specified retirement age/date using variable assumptions. The illustration shows the projected pension commencement lump sum, maximum income drawdown pension and an estimated annuity as comparison. Please note that the impact of the lifetime allowance and/or transitional protection is not taken into account. Please also note that regardless of the investment return you choose, the full report will be based on the three rates of investment return specified by the Financial Services Authority. |
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A J Bell Income Withdrawal new SIPP
A J Bell Income Withdrawal existing SIPP
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Select new SIPP to calculate the immediate benefits available following a transfer to a new SIPP. Select existing SIPP to calculate the immediate benefits available from your existing SIPP. This enables you to calculate immediate benefits, showing the maximum income drawdown pension and an indication of the pension that might be provided by purchase of an annuity. |
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A J Bell Post-Retirement Illustration new SIPP
A J Bell Post-Retirement Illustration existing SIPP
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Select new SIPP to project the benefits for clients transferring income drawdown benefits to a new SIPP with us. Select existing SIPP for an illustration of benefits available from an existing income drawdown fund under a SIPP already with us. This illustration enables you to project benefits for clients already in income drawdown. The illustration shows the maximum pension available from the SIPP and an estimated annuity as comparison. The impact of any lifetime allowance charges is not taken into account. Please note that regardless of the investment return you chose, the full report will be based on the three rates of investment return specified by the Financial Services Authority. |
