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Your withdrawal details
Information on your regular pension payments is shown below.
Your 'Minimum annual pension amount' is calculated based on your age and your pension account balance at 1 July each year.
If your pension is a Transition to Retirement Pension, your annual pension payments must be no more than the maximum level set by the Government and shown under the 'Maximum annual pension amount' below. No government limits apply for withdrawals from Account Based or Allocated Pensions.
If you have altered your pension payment within the current financial year, the Annual Pension Amount displayed below may not be a true reflection of the Annual Pension you will receive this financial year. For confirmation of your Annual Pension, please contact us.
CURRENT WITHDRAWAL DETAILS
| Annual Pension Amount: | |
|---|---|
| Payment Frequency: | |
| Pension Type: | |
| Payment start date: | |
| Minimum annual pension amount: | |
| Maximum annual pension amount: | |
| Regular pension amount: | |
| Withdrawal strategy: | |
| Next payment date: | |
| Relevant number: |
ONE OFF PAYMENT
You do not have sufficient funds available in your account to request a payment online.
You can request lump sum withdrawals from your pension account, in addition to your regular pension payments, at any time.
Restrictions may apply if you have a Transition to Retirement Pension.
The lump sum amount requested will be drawn from your investment options proportionately, in line with your current asset holdings. The requested amount (net of tax and fees where applicable) will be transferred to the same bank account as your regular pension payments. Please allow up to 5 business days for us to process your request.
Please speak with an adviser if you have any questions or concerns, before making any changes with these tools.
CURRENT WITHDRAWAL DETAILS
Please select your payment frequency.
| Pension Type: | ||
|---|---|---|
| Payment start date: | ||
| Minimum annual pension amount: | ||
| Maximum annual pension amount: | ||
| Regular pension amount: | ||
| Withdrawal strategy: | ||
| Next payment date: | ||
| Relevant number: |
Confirm your changes
Update withdrawal details
Nearly there, just check your changes and read the important information below before submitting your request.
| Withdrawal options: | From: | To: |
|---|---|---|
You have selected an investment option that takes into account your date of birth to determine your risk profile and appropriate asset allocation. Our records show your date of birth as undefined. If this date is incorrect, please cancel this change and contact us to amend before submitting.
By clicking submit, I understand the following important information
and wish to change my withdrawal details.
CONFIRMATION
CONFIRMATION
| Receipt Number: | |
We expect your request to take about three days. We'll update the details on your dashboard when it's all done.
Request a payment
You can request lump sum withdrawals from your pension account, in addition to your regular pension payments, at any time.
Note, some restrictions apply if you have a Transition to Retirement pension.
The lump sum amount requested will be drawn from your investment options in the same proportion as your regular pension payments. The requested amount (net of tax and fees where applicable) will be transferred to the same bank account as your regular pension payments.
ONE OFF PAYMENTS
Confirm your request
One off payment
Nearly there, just check that your one off payment amount of #amount is correct and read the important information below before submitting your request.
By clicking submit, I understand the following important information
and wish to request a one off payment.
CONFIRMATION
We've received your request, it might be a good idea to keep a copy of the receipt details for your records.
|
Receipt number: |
|
We expect your request to take about three days. We'll update the details on your dashboard when it's all done.