Case Studies

We've produced a series of case studies demonstrating how the Longevity Income Plan can complement other retirement planning solutions or form part of lifetime income planning. Each case study takes an example case to illustrate what the income profile would look with a proportion of their overall wealth invested in the Plan.

1. Supercharge a Level Annuity

This study shows how the Plan can be used alongside a Level Annuity.
Download the pdf here.

2. Loan Trust

This study shows how the Plan can be used to optimise a Loan Trust.
Download the pdf here.

3. Final Salary Pensions

This study shows how the Plan can be used to protect against an income shortfall in a Final Salary Pension.
Download the pdf here.

4. Discounted Gift Trust

This study shows how the Plan can be used to alongside a Discounted Gift Trust. Download the pdf here.

5. Lifetime Income Planning

This study shows the Longevity Income Plan as part of lifetime income planning.
Download the pdf here.