Video on Demand
Pensions (not so) Simplified: Options when drawing your pension
In this video (19m:09s), we will be covering the following topics:
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DB or DC – how best to utilise them both
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How much income do you need in retirement?
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Annuities
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Taking benefits
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Flexi-Access vs Capped Drawdown
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UFPLS
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The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
About the speakers
Robert Chapman
Chartered Financial Planner
Andrew Stokes
Head of Pensions - St. James's Place
You might also be interested in these other Pensions videos below
Topics Covered:
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An overview of UK Pensions
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5 key messages to retirement planning
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Your options at retirement
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Lifetime Allowance
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Death benefits
Topics Covered:
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UK State Pension / making voluntary contributions
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Understanding your options when you leave Hong Kong / Mainland China
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QROPS
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QROPS vs UK pension
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What is a QNUPS?
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When is a QROPS suitable?
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Cash Flow Planning / Modelling
Topics Covered:
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Lifetime Allowance and International Enhancement
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Tax on Death
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Tax at Drawdown and options
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Drawing a pension overseas
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IHT protection
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Asset Preservation Trust
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Structuring your Wealth for tax efficiency
Topics Covered:
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UK State Pension / making voluntary contributions
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Understanding your CPF options when you leave Singapore
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QROPS
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QROPS vs UK pension
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What is a QNUPS?
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When is a QROPS suitable?
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Cash Flow Planning / Modelling
Ignoring the cost of delay can be financially damaging.
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Important notes
The presentations and videos included on this page are general communication provided for informational purpose only. It should not be relied upon as financial advice and it does not constitute a recommendation, an offer or solicitation. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.
St. James’s Place (Singapore) Private Limited is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851.
St. James’s Place (Hong Kong) Limited is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).
St. James's Place (Shanghai) Limited is a Wholly Foreign Owned Enterprise (WFOE). WFOE registration No. 91310000566573326L.
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