Case Studies
Real examples of retirement planning challenges and how people addressed them. Articles cover pension decisions, work choices and funeral planning considerations.
Planning and Financing Funerals
Help manage the rising costs of funerals with practical planning and financing options before or after a death occurs.
Planning Your Retirement: Case Study
James, 53, works through his retirement plans with a pension, savings and debt to manage before he stops working.
Should I Retire or Keep Working? A Case Study
A 64-year-old bank manager weighs whether to retire now or keep working after his pension and savings underperformed.
What to Do with a Low Pension Fund Forecast: Case Study
See how Jim negotiated a better pension annuity rate than his initial disappointing offer from his provider.