P75 axa

Protect75 – how does it work? 1 FOR FINANCIAL ADVISER USE ONLY – NOT TO BE DISTRIBUTED TO RETAIL CLIENTS A client invested £100,000 into the Secure Advantage+ Pension Plan. They linked a Protect75 benefit to their entire investment in the Plan. The customer passed away when he was aged 71. During the time he held the Plan the customer had taken Income Withdrawals of £10,000 from his Plan. At this point, the fund value is £60,000. Investment £100,000 Fund Value £60,000 Fund Value £60,000 Withdrawals £10,000 Withdrawals £10,000 Protect75 £30,000 Day 1 Death before age 75 Without Protect75 With Protect75 Paid as a lump sum Already paid out Paid either as a lump sum or Dependant’s pension Protect75 is available at an additional charge – a fixed percentage of the amount the client links to the Protect75 benefit.

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Transcript of P75 axa

Protect75 – how does it work?

FOR FINANCIAL ADVISER USE ONLY – NOT TO BE DISTRIBUTED TO RETAIL CLIENTS

A client invested £100,000 into the Secure Advantage+ Pension Plan. They linked a Protect75 benefit to their entire investment in the Plan. !The customer passed away when he was aged 71. During the time he held the Plan the customer had taken Income Withdrawals of £10,000 from his Plan. At this point, the fund value is £60,000.

Investment £100,000

Fund Value £60,000 Fund Value £60,000

Withdrawals £10,000

Protect75 £30,000

Day 1 Death before age 75

Without Protect75

With Protect75

Paid as a lump sum

Already paid out

Paid either as a lump sum or Dependant’s pension

Protect75 is available at an additional charge – a fixed percentage of the amount the client links to the Protect75 benefit.