Case Studies

Has lockdown given you a sneak preview of what your retirement might be like? Don't waste this once-in-a-lifetime opportunity to understand what you really want from the rest of your life.

Our client had a final salary pension with a Midlands car manufacturer. See how we helped him to assess the pros and cons of transferring out of his scheme.

This business wanted to create a corporate pension scheme for the two company directors and integrate it with their existing pension arrangements. See how we helped.

This company had accumulated significant cash within the business. See how we helped the two directors maximise their personal wealth and minimise tax.

Should our client transfer out of her final salary pension scheme? See how we helped her.