Post-Retirement Case Studies
The following case studies can be accessed on each calculator’s information page, or by clicking on their link below.
Pension Commencement Lump Sum (PCLS)
Client has a Pre A-Day occupational Money Purchase scheme; PCLS-CS
PCLS – Defined Benefit
Client want to know maximum PCLS payable from their Defined Benefit scheme; PCLS-DB-CS
Apportion PCLS
Client has more than one Pre A Day ‘occupational’ pension scheme; Apportion-CS
UFPLS options
Client is looking to take all his pension fund as a lump sum payment; UFPLS options-CS
Immediate Vesting
Client nearing retirement with cash & requires additional income; Immediate-CS
PCLS or Pension
Client who wants to compare option of taking PCLS & Reduced pension or Full pension; PCLSorPension-CS
Annuity Comparison
Client is purchasing an annuity & wants to see impact of ancillary benefits on income; Annuity-CS
Annuity Deferral
Should client defer taking their benefits; Defer-CS
GAD maximum
Client with ‘Capped’ Drawdown requiring maximum income to not trigger MPAA; GAD-CS
Flexible Pension Withdrawal
Client wants flexible access to their Money Purchase pension fund; FPW-CS
Retirement Options
Client approaching retirement & wants to compare Annuity, Flexible Drawdown, Phase Drawdown or ‘Capped’ DD options; Ret Options-CS
Sustainability
Client who want to determine whether their fund will sustain their required income for their life expectancy; Sustainability-CS
Partial Drawdown
Client wants to ‘Phase’ retirement & target a level of ‘taxable’ income; Partial-CS
Recycle Drawdown Income
Client is in Drawdown and not taking the maximum income; Recycle-CS
2nd Benefit Crystallisation Event
Client is in/going into Drawdown and taking no/little income; BCE-CS-60
