Effect of Taking Tax Free Cash Early Tool

Do you have clients looking to access their tax free cash?

Do they realise the implications of releasing the cash from their pension?

The Effect of Taking Tax Free Cash Early Tool will allow you to look at these implications on behalf of your clients.

Use the tool to compare projected performance of your client's fund before and after they have released their cash. Not only will they have a greater understanding of the effect this may have on their overall fund growth over time, but it also calculates the likely effect on their retirement income when they choose to purchase an annuity in the future.

This allows you to discuss the correct and most appropriate decision for your client whilst maintaining a record for your compliance file.

Download Tool (Microsoft Excel file 254k)

The Effect of Taking Tax Free Cash Early Tool requires Microsoft Excel (version 97 or later)

Terms of Use

1. In the Terms of Use 'The Software' means all software (excluding Microsoft Excel) and other materials contained within the Tool.
2. Microsoft Excel is a registered trademark of the Microsoft Corporation.
3. Copyright and all other intellectual property rights in respect of The Software are, and shall remain at all times, in the ownership of Prudential.
4. The Software shall be for your own use and shall not be given, sold, loaned to or allowed to be used by any person not employed by or contracted to you.
5. You may make one copy of The Software for security back up purposes. These conditions shall apply to any copy made.
6. You must not decompile, reverse engineer or otherwise tamper with The Software contained within the Tool.
7. We may, from time to time, issue amended or updated versions of The Software. Should this occur, this will then become the current version of The Software at any time.
8. Prior to release of the Software, we have carried out virus checks using up-to-date virus-checking software. We do however recommend that you carry out such checks as you consider appropriate prior to using this Tool. We cannot be held responsible for any loss or damage caused by the continued presence of a virus which has not been detected by the virus checking software.
9. The Software has been prepared in accordance with our understanding of the Guidelines of the Financial Services Authority and current HM Revenue & Customs legislation and practice, as at April 2008, all of which is liable to change without notice.
10. We have applied care and skill to produce The Software to a professional standard. However, we cannot guarantee that The Software is free of errors or omissions, nor can liability be accepted for any losses, howsoever incurred, arising from the use of The Software.