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Flexible Retirement Plan Application form - Pruadviser - pruadviser co

Flexible Retirement Plan Application form - Pruadviser - pruadviser co 2025

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The document is an application form for the Flexible Retirement Plan (FRP) offered by Prudential, which includes options for Personal Pension and Income Drawdown. It outlines eligibility criteria, necessary documentation, and instructions for completing the application. Key sections include personal details, contribution options, transfer payments, investment choices, and adviser charge instructions. The form emphasizes the importance of accurate information and provides guidance on how to manage contributions and withdrawals from the retirement plan.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do Prudential offer drawdown?

Tax-free money first and taxable money when you need it (also known as drawdown) Drawdown allows you to take some or all of your 25% tax-free cash (assuming you have sufficient lump sum allowance remaining) first and the rest as an income or lump sums when you need them - although it will be taxable.

What is a Prudential Flexible investment plan?

About the Flexible Investment Plan. Our Flexible Investment Plan is a single premium investment bond that lets you invest your money in a range of different funds. You started your plan with a single premium.

What are the charges for the Pru flexible retirement plan?

The maximum set-up adviser charge is 5% of the initial investment or 25% of the first 12 monthly contributions, The Ongoing Adviser Charge is a maximum charge of 1% of the fund value. The maximum ad hoc charge is 2% of the fund value in a 12 month period.

Does Prudential offer flexible drawdown?

You have the flexibility to take your money out as and when you need it. You can manage your money in a tax efficient way, over a number of years. Any money left in your pension can be passed to your loved ones when you die.

What is a prudential personal retirement plan?

Your Prudential Personal Pension is designed to help you save towards your retirement. It offers tax-efficient and flexible investments options.

Is flexible drawdown a good idea?

Like all investments there is risk associated with flexi-access drawdown. By withdrawing lump sums of your pension there is a chance that your retirement fund could run out sooner than if it were left in a more stable fund such as a lifetime annuity.

What is a flexible retirement plan?

Under flexible retirement, you reduce your hours or move to a less senior position and take some or all of the pension benefits you have built up.

Who is the best pension provider for drawdown?

Our top-rated pension drawdown providers AJ Bell. Capital at risk. The tax treatment of your investment will depend on your individual circumstances and may change in the future. Vanguard. Best low-cost provider. Capital at risk. Aviva. Best for customer service. Capital at risk. Interactive Investor. Capital at risk.

Flexible Retirement Plan Application form - Pruadviser - pruadviser co 2025

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