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 can be stressful. But it's possible to ease the burden by looking ahead and considering options such as pre-paid policies and life…...
Planning Your Retirement: Case Study
In this retirement planning case study, we look at how James (53) can boost his pension pot and explain why he should be planning now for a more comfortable standard…...
Should I Retire or Keep Working? A Case Study
In this case study we look at Anthony, 64, who is worried that if he retires now he'll be facing a sharply reduced pension payout. Should Anthony retire or keep working?...
What to Do With a Low Pension Fund Forecast: Case Study
Annuity rates have been at record lows in recent years, but thankfully pensioners no longer have to accept the first quote they get. Negotiation can sometimes lead to…...