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Tax Free lump sum

HI do i have to use a company to take a tax free lump sum out of my pension pot or will my pension provider do this for me. IF not ant recommendations on who's genuine please?. Many thanks for any replies.

Comments

  • dunstonh
    dunstonh Posts: 121,215 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    HI do i have to use a company to take a tax free lump sum out of my pension pot or will my pension provider do this for me.
    The pension needs to support income drawdown.  If it doesn't you will need to transfer the pension to one that does.

    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • Albermarle
    Albermarle Posts: 31,033 Forumite
    10,000 Posts Seventh Anniversary Name Dropper
    Best idea is to read the providers website and/or give them a call.
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