retirementplanning

Defined Benefit DB Final Salary scheme pension transfer case study

Case Study – Financial Planning, Defined Benefit (DB) final salary pension scheme

Defined Benefit (DB) final salary scheme pension and financial planning – case study Background John (38) and Hannah (42) they have two children, Amber (14) and Daniel (7). John is an IT developer for a HSBC, and Hannah is a solicitor at a City of London Law firm. Their joint income is over £230,000 per …

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