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Case studies

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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…

  • 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…

  • 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%.

  • 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…

  • 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.

  • 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.

  • 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…

  • 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 …

  • 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…

  • 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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