Case Studies & Fact Sheets

Complex Made Simple

  • Document Type

  • Topics

Fact Sheet
Small pot lump sums
View Full Case Study
Fact Sheet
Block transfers Factsheet
View Full Case Study
Fact Sheet
Ill-health and serious ill-health
View Full Case Study
Case Study
Third party contributions and annual allowance charges – part 1
pdf | 118 KB
View Full Case Study
Case Study
Regular UFPLS
pdf | 201 KB
View Full Case Study
Case Study
No expression of wishes and inherited funds
pdf | 143 KB
View Full Case Study
Case Study
Block transfers
pdf | 113 KB
View Full Case Study
Case Study
Beneficiary options
pdf | 167 KB
View Full Case Study
Fact Sheet
Expressions of wishes fact sheet
View Full Case Study
Fact Sheet
Individual protection fact sheet
View Full Case Study
Fact Sheet
Fixed protection fact sheet
View Full Case Study
Fact Sheet
Primary protection fact sheet
View Full Case Study