Case studies

I needed to generate a relatively large income as I had one child at a private school and two children at university.

Janet needed help working out her retirement income. She had 3 pension arrangements and had been made redundant from a senior position aged 56.

I was approaching my defined pension retirement date and was unsure of which option to take.

Michael was 58 and wished to retire in 6 months’ time. He had accumulated a combination of final salary and personal pension plans.

Simple were able to demonstrate that David was able to reduce his annual management charges and save in excess of £5,000 p.a.

I had decided that I wished to take early retirement as my job was very stressful and my wife had already retired.