For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.

Capped Drawdown GAD Calculator

Find out the monthly gilt yield and the impact of this on the amount of income your client could take from capped drawdown.

  • Only for pre-6 April 2015 capped drawdown plans
  • See the results in table or graph format
  • View online and offline
  • Save as a pdf for your reports

Key features of our Capped Drawdown GAD calculator

Discover the impact of gilt yield

  • Find out the monthly gilt yield and impact on the amount of income that can be taken from drawdown.
  • Find out the percentage of the fund value the maximum gilt yield will deliver.
  • View historic gilt yields in a new chart and table format.
  • Select a gilt yield for comparison and project for the following month.

For plans that started before 6 April 2015

This calculator is only relevant for capped drawdown plans that started prior to 6 April 2015 and continue in capped drawdown. For these plans, limits on income and the need for three yearly reviews (annual after age 75) will continue to apply.

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.