Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP · LSE:FGGG
Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP — Fidelity International — Fact Sheet (April 2015)
7 slides from Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP's fact sheet, Apr 6, 2015
Slide 1: Making withdrawals from our Pension
This document is for investment professionals only and should not be relied upon by private investors. Making withdrawals Withdrawal options from our Pension Our low-cost flexible Pension offers a full range of withdrawal options, as outlined in the tables below. To find out more about the features
Slide 2: General rules
General rules Uncrystallised Funds Pension Flexi-access drawdown Capped drawdown Lump Sum (UFPLS) Ongoing Subject to the money purchase annual allowance No reductions to normal annual allowance limits, provided Subject to the money purchase annual contributions (MPAA) of £10,000 if any taxable incom
Slide 3: General rules: overseas transfer allowance and small pots
General rules Uncrystallised Funds Pension Lump Sum Flexi-access drawdown Capped drawdown (UFPLS) The overseas • The overseas transfer allowance is the maximum value • The overseas transfer allowance is the maximum value of pension N/A transfer of pension savings you can transfer overseas (to a savi
Slide 4: Tax-free lump sums
Tax-free lump sums Uncrystallised Funds Pension Lump Flexi-access drawdown Capped drawdown Sum (UFPLS) Ad-hoc designation Regular designation Ad-hoc designation only available Tax-free amount Up to 25% of the amount being Up to 25% of the amount being Up to 25% of the amount being 25% of the amount
Slide 5: Income payments
Income payments Uncrystallised Funds Flexi-access drawdown Capped drawdown Pension Lump Sum (UFPLS) Ad-hoc income Regular income Ad-hoc income Regular income How is the disinvestment • Cash first • Cash first • Cash first • Cash first • Cash first managed? •A ny shortfall can be • Any shortfall can
Slide 6: Income payments
Income payments Uncrystallised Funds Flexi-access drawdown Capped drawdown Pension Lump Sum (UFPLS) Ad-hoc income Regular income Ad-hoc income Regular income Review of income limits No reviews Every three years before age 75, annually thereafter No reviews Taxation of income Income taxed at the clie
Slide 7: The value of investments and the income from them can go down as well as up
The value of investments and the income from them can go down as well as up and clients may get back less than they invest. Tax treatment depends on individual circumstances and all tax rules may change in the future. The value of your client's pension pot will reduce over time if investment growth