Case Studies

Group Income Protection Case Study: Navigating a Complex Claim Background

Group Income Protection Case Study: Navigating a Complex Claim

Health and Protection

Case study – How one financial guidance clinic helped a newly qualified law firm Associate optimise his finances Background

Case study – How one financial guidance clinic helped a newly qualified law firm Associate optimise his finances

Case study – How one-to-one sessions helped a private school switch pensions Background

Case study – How one-to-one sessions helped a private school switch pensions

Case study – Lesson for schools: don’t set consultation deadline before appointing advisers Background

Case study – Lesson for schools: don’t set consultation deadline before appointing advisers

Case study – Rising costs, three pension schemes, one agreed outcome Background

Case study – Rising costs, three pension schemes, one agreed outcome