Drawdown Price Lock calculator
Risk warning
The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.
This calculator demonstrates how the Drawdown Price Lock works and lets you see when clients may benefit from locking in their Wrap SIPP charge.
See how different TFLS and/or drawdown income amounts, growth rates and drawdown durations could affect the suitability of the Drawdown Price Lock.
This calculator is for illustration purposes only as every client's circumstances are different.
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