CASE STUDIES
Mr S.
In common with many people, Mr S. had been employed by a number of Companies throughout his career. The length of service varied in each case but the total [...]
Mrs C.
Mrs C, has also had more than one Employer and, still working, she needed to determine how much she could expect to have available at retirement.
Our assessment [...]
Mr M.
Mr M. built up a sizeable Fund which had previously been transferred from Employer schemes to a SIPP (Self-Invested Personal Pension) in the UK. The SIPP [...]
Mr W.
A wealthy Businessman from his thirties onwards, Mr. W had accumulated an amount almost equal to the HMRC lifetime allowance (currently £1.75 Million [...]
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