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 %

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

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: carl.miller@sjpp.co.uk

Handover Document - Drawdown - January 2019