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Archive for the ‘Lifetime Mortgage’ Category

What’s on my desk right now

Icon Written by Flora Maudsley-Barton on 2 Mar ’09 – 11:57 pm

I’m starting this as a new category…not as much detail as a case study, just an insight into what I do every day. Today I’ve been doing mostly research for cases I’m working on… Adam and Anita (*) are old enough to be retired, even though they’re not retired. They’ve got a business that’s struggling, more »

Tags: Adam ;, Anita;, Belinda;, Bob ;, Insurance, investment product;, less drastic solutions;