Retirement income case studies

Our case study tool helps illustrate some important considerations and the options available to clients. It uses fictional situations to illustrate a range of different scenarios to bring this to life. It should not be seen as providing advice or a personal recommendation.

On the following page you will be asked to answer four simple questions that will help you find a number of case studies that are most relevant to your client's circumstances. You can change your answers at any time to look at different scenarios.

Try our retirement income case study tool now.

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