Non-Qualifying Pension Drawdown Illustration Request Form

“Non-Qualifying” Pension Drawdown Illustration Request Form

Please complete the following sections in full and return to Amber via the Helpdesk.

Please also copy in

Please note that this form should only be used for pension drawdown cases. Illustrations for pensions not in drawdown can be completed through the Amber Quote and Application System.

IFA Firm
Adviser Name
Client Name
Sex
Date of Birth
Investment Amount
Asset Charge (Initial)
Asset Charge (Annual)
Initial Fee
Trail Fee
TFC Required
TFC Amount
Already In Drawdown
If already in drawdown, next mandatory review date
If already in drawdown, current max GAD figure
Income required
Frequency of income
Additional Comments:
Please ensure 0.35% AMC of wrap is included in the calculation