Who is this box set for?
Anyone looking to explore the different ways they can take their defined contribution pension.
About this box set
The Pension Freedoms box set takes around 30 minutes to view and comprises 8 short videos. It gives viewers impartial education about all their pension freedoms options. It begins with a brief summary followed by more detailed information on drawdown, annuity, lump sum, take it all and leave it. The penultimate video looks at how tax is applied to pension withdrawals and the final video covers pension scams.
As well as core learning the viewer has the option to select and watch more detailed videos about drawdown and annuity as well as how debt and means tested state benefits might influence their decisions about taking money from their pot. Viewers can also choose to watch case studies on the different options to help bring them to life. All viewing choices are reflected in the viewing report.
More information on the box set chapters
Important update - 1 min - Important notice on inheritance tax changes.
Summary of your pension freedoms options - 2 mins - Find out about the different ways you can take your pension in this short summary.
Guide to flexible income - 5 mins - A guide to using your pension pot to provide a flexible retirement income.
Guide to guaranteed income - 6 mins - A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.
Guide to lump sum - 5 mins - A guide to taking cash lump sums from your pension pot as and when you need them.
Guide to taking it all - 4 mins - A guide to taking all your money out of your pension pot in one go.
Guide to leaving it - 4 mins - A guide to leaving your pension pot where it is and deciding to make your choices later.
Tax - 4 mins - How will my lump sum be taxed?
Scams - 2 mins - How can I protect myself from pension and investment scams?
Additional Videos (which the viewer can choose to watch or skip)
Case study - Guaranteed Income - 5 mins
Case study - Flexible Income - 6 mins
Case study - Lump Sums - 4 mins
Case study - Take It All - 4 mins
Case study - Leave It - 5 mins
Debt - 2 mins
Means-tested state benefits - 2 mins
Additional Guaranteed Income Videos
Inflation - 4 mins
Joint life annuity - 3 mins
Guaranteed death benefits - 4 mins
Health & lifestyle - 3 mins
Guaranteed annuity rates - 2 mins
Additional Flexible Income Videos
Maintaining your FAD income - 3 mins
Death benefits - 4 mins