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Case Study
SSAS and the Lifetime Allowance
Read these case studies to help clarify some of the concepts that apply to the Lifetime Allowance. Learn from practical examples of the test against the Lifetime Al…
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Case Study
Covid-19 lockdown: rent deferral and concession options
What happens when a commercial property tenant can’t pay their rent? Understand the key issues that ‘connected parties’ need to consider - including a written audit…
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Case Study
Lowell: flexible benefits and wellbeing for employees
We worked with Lowell to develop a new employee benefits programme underpinned by 4me, our digital platform. This saw an increase in employee engagement of over 90%.
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Case Study
Helping trustees to reduce key man risks
Recent events have brought business continuity plans into operation across advisers and trustees. Whilst the short-term issues may have been addressed, trustees al…
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Case Study
Promoting a healthy work-life balance for employees
What can be done to improve employees' work-life balance and their wellbeing? Read our short case study with an employer to find out more.
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Case Study
Employee wellbeing during the Covid-19 pandemic
How has Covid-19 affected employee wellbeing? Read our short case study with an employer to find out more.
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Case Study
Tate & Lyle: a journey plan in half the time
Our actuarial, investment and specialist bulk annuity advice centred on their £1bn+ UK DB pension scheme, eventually securing all members’ benefits with a bulk annu…
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Case Study
Pension management: extra hands and fresh eyes
Our national Pension Management team has a broad range of experience in the running of pension schemes and can provide tailored support as part of the client’s own …
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Case Study
The FA: understanding the needs of employees
The FA recognises the benefits that a positive employee culture has on meeting performance targets. A forward thinking, progressive organisation, The FA was keen to…
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Case Study
Testing! Testing! Will your drawdown fund suffer a tax charge on your 75th birthday?
One of the important things to remember with drawdown is that your pension fund may be tested more than once against the lifetime allowance (LTA): once when you go …
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