Case Studies

Meet Sarah

Meet Sarah

Sarah is 72 and has been using income drawdown to support her retirement. But she’s worried that she needs some protection in case her income falls…

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Meet Bill

Meet Bill

Bill has recovered well from a heart attack a few years ago. Bill’s adviser suggests that his recent health problems mean that he could qualify for a potentially higher income with a Flexible Income Annuity…

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Meet Rosemary

Meet Rosemary

Rosemary is 64 and reaching retirement. Her adviser recommends a Flexible Income Annuity as a way of investing part of her pension pot while protecting her from some of the risk.

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Meet Brian

Meet Brian

Brian wants his income to rise with inflation and is looking at a Flexible Income Annuity as an alternative to a conventional annuity.

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