Annuities case studies
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
Chris case study
Purchasing a Fixed Term Retirement Plan using inherited pension funds
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
Catherine case study
This case study looks at how a Lifetime Mortgage and Lifetime Care Plan can help Catherine fund her care.
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.