Select source fund
Review the details carefully before moving to the next step.
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Set Up an SWP
Use this guide to understand the process. Final scheme selection, authorisation and confirmation take place inside Investwell.
Choose withdrawal amount
Review the details carefully before moving to the next step.
Set frequency and date
Review the details carefully before moving to the next step.
Review tax implications
Review the details carefully before moving to the next step.
Authorise on Investwell
Review the details carefully before moving to the next step.