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Scottish Life: A division of Royal London

Adviser  >  Technical Central  >  Support material  >  Case Studies  >  Case studies

Case studies

Handy case studies to help you make sense of some key issues.

Buy to let case study - This case study looks at the advantages of using a pension fund to purchase a commercial property that a client owns and then leasing it to their business

A-Day Triviality Pursuit - This case study looks at how clients can make the most of the triviality payment rules

Large Pension Fund - This case study highlights one of the advantages of financial advice for those with fund values in excess of £1.5 million at 5 April 2006

Pension Commencement Lump Sum - This case study highlights one of the advantages of financial advice for those with a pre A-Day entitlement to tax-free cash of more than 25% of the value of their benefits

Lifetime Allowance - This case study highlights the key issues facing clients who will had funds close to or in excess of the lifetime allowance of £1.5 million on 5 April 2006

Occupational pensions and low retirement ages - This case study looks at how A-Day affected those in occupational pension schemes with low retirement ages

                                                                                                                                                                                                                 

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© Scottish Life, St Andrew House, 1 Thistle Street, Edinburgh, EH2 1DG.
Scottish Life is a division of Royal London and markets products produced by Royal London. Royal London consists of The Royal London Mutual Insurance Society Limited and its subsidiaries. The Royal London Mutual Insurance Society Limited provides life and pension products, is a member of the Association of British Insurers and is authorised and regulated by the Financial Services Authority, registration number 117672. Royal London Marketing Limited acts as an insurance intermediary for general insurance products and is authorised and regulated by the Financial Services Authority, registration number 302391.