Nearing Retirement Case Studies

Continuing our in-depth research into Britain's attitudes to planning we are now focusing on the financial planning needs of clients nearing retirement.

Here you can access case studies about accessing pensions funds to repay interest only mortgages or invest in a buy to let property to provide a retirement income.

Buy to Let vs Drawdown                                             

Clients may be considering releasing all their pension funds to invest in buy to let property to provide a retirement income. This case study looks at some of the potential pitfalls.

Download our case study (pdf)


Accessing pension funds for mortgage payments 

The new pension freedoms offer a range of ways to access a pension to repay an interest only mortgage. This case study explores accessing pension funds for mortgage repayments.

Download our case study (pdf)