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Case studies

These case studies aim to bring to life particular aspects of pensions legislation and some of the possible opportunities created by them. They are intended for use by financial advisers and wealth managers with their clients.

To subscribe to case studies, or if you have an idea for a future article, please contact the marketing team (please note that only issues relevant to SIPPs will be covered).

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Subject Download
Flexible drawdownAdobe acrobat file to download
Agricultural land purchase Adobe acrobat file to download
Joint property purchase Adobe acrobat file to download
Purchase of a veterinary premises Adobe acrobat file to download

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.