Case Studies

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Retirement Planning

Richard had several pensions but felt disillusioned with their lack of progress, and was paying into them out of habit, rather than with a real purpose. Richard wanted to know when he could afford to retire, to understand what he is likely to receive in retirement and re-assurance that he isn’t wasting his money.   "It suddenly dawned on me that I was only a few years off retirement, and didn’t feel that I had given my planning the attention it deserved."