Pension Case Study: Mary

Pension Case Study: Mary

We recently met with a pension client who we’ll call Mary. Mary’s pension scheme had a large deficit. Learn how we helped her get the most from her pension.

Pension Case Study: Joan

Pension Case Study: Joan

Sometimes it’s not in the client’s best interest to retire early. See how we can advise you if we believe it’s not the best option for you.

Pension Case Study: Susan

Pension Case Study: Susan

We met with a client called Susan who was made redundant 9 years before her retirement age. Here’s how we used an early payout of her pension to help secure a more regular income for her.