Retirement Account case studies

Highlighting the flexibility of The Retirement Account based on a range of client scenarios

Retirement Account Case Studies

The Retirement Account combines a Guaranteed Annuity, Pension Savings and Pension Drawdown, all held within a tax-advantage wrapper. The Retirement Account’s flexibility and unique income tax planning features mean it is suitable for all clients who want to take advantage of the pension freedoms. The case studies below highlight the flexibility of The Retirement Account based on a range of client scenarios.

If you would like to learn more about The Retirement Account or have a question regarding these case studies then you can contact your local Business Development Manager. Alternatively, you can speak to our sales team on 0800 912 9945

Meet Nick

Meet Nick

He needed to protect growth in his pension with the flexibility to change

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Meet Vanessa

Meet Vanessa

She needed a solution that catered for her changing income requirements

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Meet Michelle

Meet Michelle

She needed to replace lost income when she started working part-time

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Meet Keith

Meet Keith

He needed benefits that weren’t available from his final salary pension

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Meet Darryl

Meet Darryl

He needed to take all his tax-free cash early, fully retiring at a later point

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Meet Phil

Meet Phil

He needed secure income and benefits paid to his son tax-efficiently on his death

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Meet Lisa

Meet Lisa

She phased retirement to fund a part-time income shortfall saving tax

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Meet everyone

Meet everyone

All 7 case studies available for you to download in one handy place!

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