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Case Studies

Case Study 1

Mr X is 45 years old trader and has 10 years pensionable service with Salomon Brothers/Citigroup. He would like to transfer his deferred pension fund to a SIPP but is concerned that by doing so he will be unable to take his benefits at 50 from the Salomon Brothers/Citigroup pension scheme and be forced to take them at age 55. With our help he can get the best of worlds i.e. retain his option to take benefits at 50 from his SIPP.


Case Study 2

Ms. Y has spent a career in investment banking and has accumulated pensions from Goldman Sachs, Merrill Lynch, UBS and JPMorgan as well as some AVCs and personal pension plans. She is now 42 and looking to rationalise her deferred pensions. Ensuring that Ms. Y has exactly the right information to be able to make an informed decision is precisely what we do.


Case Study 3

Following a successful career culminating in 6 years as head of UK equities at a leading investment bank, Mr Z wants to explore his retirement options. He'd already decided to take his pension at age 55 and in fact notified the trustees of his occupational pension scheme. When we met we were able to advise Mr. X how he could enhance his retirement income significantly. He advised the trustees accordingly.


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