Report Library

Preparing for your drawdown review - a new guide for advised clients

This guide from Canada Life and independent financial experts Defaqto, is designed to help you prepare for a review with your financial adviser if you are drawing an income from your pension, or thinking of drawing an income in the near future.

In the guide we explain the drawdown review process in plain English and cover critical areas in more detail. We also include a checklist that you can complete prior to your review to save time and help things go smoothly.

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Pensions & Inheritance - Are you and your family at risk of paying more tax than you need to?

We ask how much people with a pension, a property and other savings and investments could save if they shake up the way they manage their finances.

This report is the result of our research into how much knowledge of the tax changes there is and how willing people are to reconsider how they think they may fund retirement. It also explains the options available and how you could get the best outcome from your hard-earned savings

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Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised and regulated by the Financial Conduct Authority.