If you are looking for case studies on Underperforming Private Pensions, Retirement Planning or Frozen Pensions and Consolidation , simply click on the links below to read in detail about the case studies.
Retirement Planning Case Study
Eric is 69 and retiring in June. He has accrued a personal pension of £120,000 which is in a protected fund which locks in growth every year.
Frozen Pensions Case Study
Steven is 45 years old and has recently moved jobs to a new company in Glasgow. Steven is married with two young children and not particularly familiar with pensions.