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Decumulation

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  • Platform overview
  • Firm and user management
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  • Decumulation
  • MI and reporting
  • Additional contributions
  • Withdrawals
  • Adviser charges
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Decumulation guides

How to support clients drawing down their assets to support their long-term financial goals.

How to process a Pension Commencement Lump Sum (PCLS) payment
How to process a regular crystallisation
How to process an UFPLS payment
How to request a one-off income payment
How to top up with an immediate tax-free lump sum
How to cancel a regular crystallisation
How to update allowance details
How to cancel regular income payments
How to convert a portfolio from capped to flexi- access drawdown

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