Case Studies

This section contains case studies of clients who are in particular situations, demonstrating the planning opportunities that may be available to them and how one of the calculators could help provide a solution. On each case study page, there is a link to a PDF of the calculator output for that case study.

Click this ‘Clients’ link to see a list of example client situations and which calculator may be able to assist with that situation.

The case studies have also been split into the same categories as the calculators.

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Make your job a lot easier with our easy-to-use range of financial planning calculators.

Designed to assist IFAs in their day-to-day activities. Using our calculators, you can quickly calculate and understand results through simple figures and/or charts.