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Case studies

At Retirement

Bob and Sally were ready to retire. However, they wanted to understand whether their pensions, savings and investments would cover the cost of their desired lifestyle for the years to come.

Bob and Sally are 60 and 57 respectively. Bob is an engineer and Sally works part-time as a teaching assistant.

They own their main residence, worth £450,000, with no mortgage. They have around £140,000 of cash savings and Bob has accrued a pension within his employer’s Defined Benefit pension. The pension shut many years ago, so he also has around £720,000 in the Defined Contribution pension.

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