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This helpsheet takes you through the drawdown process for Flexi plans.
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Other articles

  • A guide to remote valuations

    This handy document outlines the processes for remote valuations

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  • Creating a KFI on fastpath demo

    This brief demo shows you how to create and amend a KFI in fastpath, our market-leading portal.

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  • Weapon of choice

    Watch the first short film in our series to discover how our plans ensure that you're equipped to reach mission success and help your clients secure the retirement that they deserve.

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  • Guide for existing more2life customers

    A guide for existing more2life customers packed with useful information, such as who to contact and when, answers to common queries, a glossary of terms and help on documentation and identification.

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