Options at Retirement

Having built up your pension pot for retirement, the next big decision you will make is how you will take your pension at retirement. Understanding the options you have at retirement can be difficult, so we’ve included a few samples here to help you.

Remember: These samples are not recommendations. Every member of a pension scheme has personal circumstances to take into account when it comes to retirement. Always talk to your financial adviser or broker about your options before making any decision.

Select a Case Study
Pension Plan Type:
Retirement Age:
Pension Pot Size:
Additional Voluntary Contributions:
Highest Final Salary:
Other Pension Pots:
Tax-free cash lump sum:
Annuity (Income for life):
Approved Minimum Retirement Fund (AMRF):
Approved Retirement Fund (ARF):
Show full Details
Tax-free cash lump sum
of his final salary
of 1 =
of his pension pot
of =
of his final salary
of 2 =
of his pension pot
of =
Annuity (income for life)
Approved Minimum Retirement Fund (AMRF)
Approved Retirement Fund (ARF)
What's next?