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Case study investigation: retirement income planning

Self certified

Wednesday 14th December 2022





Our guests – Guy Anderson from Just, Sarah Lees from Plan Works, Ben Mastel from 7IM and Sam Tonks from Succession Wealth – discussed the case of Holly Gennero – a divorced mother of two. (Can you spot the film reference? It was the last CSI before Christmas). The team covered the following retirement income options:

  • traditional invested drawdown
  • annuities
  • structured decumulation programmes

Plus concepts including:

  • sustainable income levels
  • how to measure the chance of success
  • stress testing
  • options for money not needed for income

Interested? Then just tap ‘Book now’ to save your spot. (And look out for the link to the retirement income case study in a couple of days before the event.)

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Ben Mastel

Ben has over 25 years’ experience in the Financial Services industry having joined 7IM from Child & Co in 2013, where he was responsible for the planning and wealth management needs of UHNW clients and their advisers. Ben’s strengths lie in his ability to interpret the unique objectives of each client and formulate efficient and compelling investment programmes, to meet their evolving needs. Ben works collaboratively with IFA’s and their clients, who include individuals, trusts, charities and family offices.

Ben is a Partner at 7IM, working on the London discretionary service team, and holds both Chartered Fellow status with The Personal Finance Society and is also a Chartered Wealth Manager with the CISI.

Sarah Lees
Plan Works

Sarah is a Chartered Financial Planner, Fellow of the CII/PFS and works as a paraplanner at Plan Works. Sarah has been paraplanning for more than six years and has extensive knowledge in investments, pensions, trusts and estate planning.

Sam Tonks
Succession Wealth

Sam is a Paraplanner Trainer with Succession Wealth and the winner of the Best Paraplanner award at the Money Marketing Awards 2020. When she’s not dealing with all things paraplanning she’s caretaker for several rescue cats, including Bernard who likes to make the odd appearance on screen.

Guy Anderson

Guy is Director of Retirement Income Distribution at Just.

Event resources

Useful links

Here’s the copy of the case file that our team discussed during the event

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