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A guide to: Income Drawdown in partnership with SimplyBiz

A guide to help you have informed drawdown conversations with your clients.

We're delighted to be partnering with SimplyBiz to bring you this guide.

You’ve told us that the two big questions clients ask their advisers are “Do I have enough money?” and “Will my money last?”. This guide sets out to help you consider both the emotional and technical considerations involved in advising clients on an income drawdown.

Each section of the guide is also supplemented by commentary from Mark Greenwood (Director of Compliance Services, SimplyBiz) covering key advice considerations.  We hope you find this useful.

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.