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Pensions

If your client wishes to take further benefits from their SIPP, please complete one of the following forms:

Benefit form - flexi-access and capped drawdown

Benefit form - uncrystallised funds pension lump sum

If your client is already taking benefits using capped drawdown and would like to move into flexi-access drawdown, please complete the capped drawdown to flexi-access drawdown conversion form.read more