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The two-pot system

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What changed

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The pots explained

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Rules for withdrawal

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How it works for you

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The two-pot system

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What changed

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The pots explained

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Rules for withdrawal

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How it works for you

Savings pot

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Savings pot explained

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Initial seeding

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Savings pot withdrawals

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Withdrawal costs

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Leaving the fund

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Think carefully

Retirement pot

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Retirement pot explained

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Retirement pot rules

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Why it stays locked

Vested pot

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Vested pot explained

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Vested pot rules

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Vested pot withdrawals

Common mistakes

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Don’t raid your savings pot

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Don’t resign for access

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Withdrawals and tax

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Accessible ≠ spend it

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Don’t cash out at exit

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Preserve when you leave

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Withdrawal rules

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Minimum withdrawal

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Withdrawal timing

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Maximise tax deductions

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Plan for your annuity

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Savings pot withdrawals

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How seeding worked

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Changing jobs

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When you can’t withdraw

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Tax on withdrawals

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Vested pot explained

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Withdrawal frequency

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Retirement pot rules

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Near retirement

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Employer contributions

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Managing multiple funds