Find out the monthly gilt yield and the impact of this on the amount of income your client could take from capped drawdown.
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.
Add this tool to your favourites and use it even when you’re not online.
To save the results as a pdf you’ll need to print them as a pdf.
Find out how in our Handy Hints and Tips Guide (PDF).
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.