New FundsNetwork’s advisor support package: The beneficiaries flexi-access drawdown conundrum

FundsNetwork's tax and pensions experts, Paul Kennedy and Paul Squirrell, discuss some pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits. In addition to their 11-minute video, the package also includes a new guide to pension death benefit options, providing a simple analysis of the underlying law and the evaluation to follow for each beneficiary. Plus two professional guides related to money purchase and defined benefit schemes and a client-friendly summary explaining the importance of completing an Expression of Wish.

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