Professional Adviser has put together a crack team of retirement advisers to tackle a series of devilish case studies. This week: Death benefits post-pension freedoms...
Our panellists were only given a limited number of words to share their initial concerns, questions and potential recommendations. The answers that follow were given prior to the pension freedoms that came in on 6 April, but were made with those changes in mind. The case study Fidelity retirement director Alan Higham came up with the following scenario...
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