What you can do with your pension pot

There are 6 ways you can take your defined contribution pension pot.

You can usually take 25% of your pot tax free.

Leave your whole pot untouched

You don’t have to start taking money from your pension pot when you reach your ‘selected retirement age’.

You can leave your money invested in your pot until you need it.

Guaranteed income (annuity)

You use your pot to buy an insurance policy that guarantees you an income for the rest of your life – no matter how long you live.

Adjustable income – Flexi Access Drawdown

Your pot is invested to give you a regular income. You decide how much to take out and when, and how long you want it to last.

Read more on pension drawdown explained.

Take cash in chunks

You can take smaller sums of money from your pot until you run out. Your 25% tax-free amount isn’t paid in one lump sum – you get it over time.

Take your whole pot in one go

You can cash in your entire pot – 25% is tax free, the rest is taxable.

Mix your options

You can mix different options. Usually, you would need a bigger pot to do this.

How long will me pension need to last?

Please click here to access the Office of National Statistics to calculate the average Life Expectancy.

Maximise your pension!

Complete this form to find the best annuity rates from the whole market

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