Our case studies bring to life how different solutions can help your clients. Increasingly, retirement is a very personal journey, so it’s important to find the optimal solution for each client, and to think differently.
Often there isn’t a single product solution, rather a combination of products, layered to produce the best outcome.
Take a look at how you can use different products, alone or in combination with others, to meet each client’s needs.
Fixed term annuities case studies
Graham and Louise case study
Managing the income tax paid when taking cash with a Cash-Out Retirement Plan.
Dipesh and Sonal's case study
Peace of mind by paying off the mortgage with a Cash-Out Retirement Plan.
Oliver and Wendy case study
Bridging the income gap with a Fixed Term Retirement Plan.
Susan case study
Keeping future options open with blended options of a Fixed Term Retirement Plan and Pension Annuity.
Simon case study
A solution with low exposure to risk with a Fixed Term Retirement Plan.
Lifetime Care Plan case studies
Livia case study
This case study looks at how a Lifetime Care Plan can help Livia fund her care.
Mary case study
This case study looks at how a Lifetime Care Plan can help Mary fund her care.