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You are only eligible for this option if your plan is worth £10,000 or less and you haven’t encashed more than two other personal pensions in the same way.
This option is known as ‘small pots’ and they are designed so that members can get better value from lower value pension plans. Taking your cash as a ‘small pot’ will not use up your Lump Sum Allowance or Lump Sum and Death Benefit Allowance. Your annual allowance stays the same, but you must take the full amount from your pension plan.
If you want to take your pension as a ‘small pot’, please complete the Drawdown Form, including section 8 and return to us at the postal address below:
Address:
Embark Platform
PO Box 24065
1 Tanfield
Edinburgh
H3 1EY
If you have any queries please contact us by telephone or e-mail
Email: service@embarkplatform.com
Customer Services Team: 0330 024 2345
You can access your account online at anytime.