Would you do the same? Award winning case study answer #1

Below we print the case study the winning firm answered (award entrants could choose from a selection of three case study options), followed by the triumphant answer. The content below was deemed by Professional Adviser Awards judges to merit recognition, though it should be noted that judges used several other metrics before determining winners.   The case study INCOME IN RETIREMENT Claire has been referred to you by an existing client. She has just retired from a senior HR role with a FTSE 100 company. Unfortunately, she was only with the business for ten years, and has...