In a series of four case studies, Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions for your clients.
Having chosen a variety of different scenarios they explore how With Profits investments can support multiple client scenarios, including the repayment of a mortgage, the lead-up to retirement, taking a retirement income and managing volatility in times of economic uncertainty.
These case studies aim to share practical solutions that can be easily implemented across a range of different client types and circumstances.
