Draw-down and other Pension Schemes

If you are invested into 'draw down' the last few years will have severely tested your investment strategy. How have you fared? Has capital kept pace after income withdrawal or has its value been depleted?

Many 'draw down' and investors in SIPP's and SSAS's or other pension schemes might benefit from a complete appraisal of their existing investment strategy. This can only be done on the basis of specific information relating to your risk profile, and when retirement is expected.

The purpose of our appraisal will be to:

  • in the case of 'Drawdown' to ensure that income is achievable in a manner that is not detrimental to capital values and

  • where funds are invested to achieve growth awaiting the pension date, funds are invested according to the correct risk/reward profile and target growth

  • select specific fund specialists in various market sectors to provide maximum growth potential

The importance of correctly balanced sector investment and risk profiling may be found here.

To find out more about how we may be of assistance in the first instance contact Stephen Charles on 0800 731 3080 or email

A C Financial Ltd is authorised and regulated by the Financial Services Authority.

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AC Finanical Limited
Norfolk House (East)
499 Silbury Boulevard
Central Milton Keynes
MK9 2AH

Telephone No: 01908 764248
Freephone No: 0800 731 3080
Fax No: 01908 488232