Case studies

Case Study – Business Owner

For business owners, often the issue can be knowing when is the right moment to exit from their business. Will they still have enough income to live on?
Find out more

Case Study – Retiree

People often come to us unsure about whether they can afford to retire or how long they need to carry on working for...
Find out more

Case Study 1 – Trustees

This was a very sad case. As a result of a family tragedy, a young mother was left widowed with two very young children...
Find out more

Case Study 2 – Trustees

In this example, four members of the same family were all members of the same pension fund, a Small Self-Administered Scheme (SAAS)...
Find out more