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Glossary

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Pension Fund Withdrawal

Also known as “income drawdown”, this is the process of taking income directly from a pension fund, as opposed to the alternative of buying an annuity. The government sets maximum limits on the amount of income taken, and your pension fund will need to continue to grow to offset the amount of income you wish to take.  The level of growth rate you need to achieve to keep your income above a certain level is known as the “critical yield”.


 

Equilibrium Asset Management (A Limited Liability Partnership) is authorised and regulated by the Financial Services Authority. For more information, please go to www.fsa.gov.uk.