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  • Scottish Pension Advisers

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Case Studies

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. 

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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.

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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.

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Private Pension Case Study

William came looking for advice in 2010 regarding his pension fund. He has £101,000 in his Pension fund with a major insurer.

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