Case Studies...
Below are our articles on the subject of Case Studies. If you can't see what you are looking for our other categories are displayed on the left under 'Our Quick Links'...
Planning and Financing Funerals
Planning and financing a funeral is unlike any other task. Most people, no matter how hard they try, cannot put aside the emotional implications of organising the...
Planning Your Retirement: Case Study
James is 53, and works for an insurance company in the loss adjustment department. James has no outstanding mortgage to repay, has an occupational contribution-based...
Should I Retire or Keep Working? A Case Study
Anthony is a 64 year-old bank branch manager who lives with his wife in Bury St Edmunds. Anthony earns £60,000 a year and has a company pension...
What to Do With a Low Pension Fund Forecast: Case Study
Pension companies have been extremely parsimonious with annuity offers in recent years, but thankfully pensioners no longer have to accept the...
