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The Exchange launches income drawdown assessment tool

The Exchange is launching a pension or income drawdown analysis facility as part of its pensions tools for IFAs.

The analysis tool designed in conjunction with actuarial software specialists Pensions & Actuarial Services aims to help IFAs make a quick assessment over whether income drawdown is appropriate for their client.

It can be used regardless of whether the IFA specialises in drawdown market.

The service can also be used to produce a fully compliant report and aims to be more competitively priced and effective than commission and client sharing arrangements.

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