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RP case studies

Featured

RP case studies: Ill-health early retirement

Jessica List looks at an ill-health retirement case study where a SIPP comes in handy...

clock 06 October 2021 • 4 min read

Featured

RP case studies: Commercial property conversations

Stephen McPhillips explores a commercial property purchase case study in his latest article for RP

clock 21 July 2021 • 4 min read

Featured

RP case studies: Best of both worlds through SSAS property purchase

Gemma Fenton pens her first article for RP - a SSAS case study featuring a property purchase

clock 06 July 2021 • 3 min read

Featured

RP case studies: Getting outside help for a property purchase

A self-employed plumber gets help from an unexpected source to help buy her perfect premises, writes Jessica List

clock 08 June 2021 • 3 min read

Featured

RP case study: Intellectual property and pension planning

Stephen McPhillips delves into a case study featuring intellectual property and pension planning

clock 26 May 2021 • 4 min read

Featured

RP Case Study: Purchasing plots through pension pots

Jessica List runs through a land purchase-focused case study where an adviser helps make a client’s pensions wishes come true

clock 27 April 2021 • 3 min read

Featured

RP case studies: Business expansion through SSAS employer loan

Stephen McPhillips talks through a SSAS loan to employer scenario which enables a business to expand in the latest RP case study

clock 15 April 2021 • 4 min read

Featured

RP case studies: Transfers in drawdown explained

Justin Corliss explores a set of circumstances where switching drawdown contracts may result in better client outcomes

clock 07 April 2021 • 4 min read

Featured

RP case studies: LTA charges on death benefits explained

Jessica List looks at the possible charges on death benefits linked to the lifetime allowance in the latest RP case study

clock 24 March 2021 • 4 min read

Featured

RP case studies: UFPLS rules at age 75 expained

Turning 75 still affects a range of different pension rules. Here Jessica List demonstrates how it affects clients who may wish to take an UFPLS

clock 23 February 2021 • 4 min read
12
Most read
01

Curtis Banks chief executive steps down

09 August 2022 • 1 min read
02

Chris Davies: Consumer Duty unpicked - what advisers need to do next

11 August 2022 • 7 min read
03

Aviva UK boss: Expect more consolidation from Succession

10 August 2022 • 2 min read
04

VouchedFor reveals top five Consumer Duty 'gaps'

11 August 2022 • 3 min read
05

Man jailed for 12 months for multiple bogus medical claims

09 August 2022 • 2 min read
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