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.

Capped Drawdown Calculator

The capped drawdown calculator helps you find the maximum income your client could take from their pension plan if they start capped drawdown or trigger a capped drawdown income review.

The output is dependent on age and fund value and only available from age 55 (subject to change in the future). The calculator’s output is not a quote. The actual maximum permitted income amount may be different to the figure shown.

Launch the capped drawdown calculator

More resources for advisers

 

  • Literature

    Help Centre

    Guides and videos to help you use Wrap
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  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
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    Adviser Insights

    Articles that examine the trends, risks and opportunities facing the advice industry.
    Launch Adviser Insights

Help and support

You can find answers to a wide range of popular policy, product and servicing questions in our help and support section.