LOW COST DRAWDOWN SOLUTION

DRAWDOWN THAT KEEPS ONGOING COST DOWN

One of the key concern of drawdown is the ongoing costs to run a portfolio. Ongoing costs are unavoidable as there are various parties to pay for the service, but keeping costs down can mean more of the growth is added to your fund value.

With over 100 providers of drawdown solutions, competition has driven down these costs in recent years which is great news for investors.

We have selected our low-cost solution based on extensive research into costs and fund management. Simply picking the cheapest solution can result in a lack of attentive fund management and poor performance.

Our solution balances quality of fund management with a low cost charging structure.

THE PROVIDER

  • Well respected brand established over 150 years ago
  • Standard and Poor’s ‘A’ rating for financial strength
  • Multi award winning for Service and Products

THE PORTFOLIOS

  • Highly diversified globally and across asset classes
  • Various risk level portfolios to suit every investor
  • Portfolios for Growth and Income

COSTS

0.95% typical total ongoing charges for a £100,000 investment. This includes fund management, product charges and advice.

LOW COST DRAWDOWN SOLUTION

COMPARE DRAWDOWN PLANS

FIND OUT MORE

We can provider you with a personalised quote detailing all costs, past performance and break-down of where the portfolio is invested.

PAST PERFORMANCE 

Low Cost Drawdown Past Performance (Feb 2017)

Fund20162015201420132012
Cautious12.762.648.9211.458.85
Medium13.973.178.4014.369.32
Adventurous15.904.276.9920.689.10
Based on past performance taken 12/2/2017. Past performance is no guide to future performance.

WHO IT SUITS

Those who are wanting to access their pension flexibly but want to keep costs down. Those who don’t want a complicated plan but one which allows easy access and ability to turn income on and off when needed. The portfolio is managed on your behalf so you don’t need to worry about changing funds or keeping an eye on what the stock market is doing.