You can now request a partial ad hoc income payment from a flexi-drawdown pension through Adviser Zone, via the client\u2019s wrapper summary page.<\/p>\n\n\n\n
You can request:<\/p>\n\n\n\n
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- An amount less than the client\u2019s available cash.<\/li>\n\n\n\n
- An amount greater than the client\u2019s available cash, which will automatically trigger proportionate sales from the client\u2019s available assets.<\/li>\n<\/ol>\n\n\n\n
![\"\"](\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/03\/Ad-hoc-income-2-1024x292.jpg\")
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When and where will the payment be made?<\/strong><\/p>\n\n\n\n
If the money is coming from the existing cash balance, the payment will be made the following working day. If sales are required, these will be placed the next working day, and the payment will be automatically made to the client on the day the final sale settles.<\/p>\n\n\n\n
The payment must be made to an existing, verified bank account we hold for your client. We will confirm the bank account details as part of the journey.<\/p>\n\n\n\n
To make sure your clients receive their cash in the shortest time possible, check whether they have a verified bank account set up. You can use our \u2018bank account verification report\u2019 in Report Zone to check whether your client has a verified bank account.<\/p>\n\n\n\n
How can I track the payment?<\/strong><\/p>\n\n\n\n
We have created a new Notification Centre update showing where the payment is:<\/p>\n\n\n\n