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ASEW Case Studies · Client Scenario: Sharon and Tony Nearing Retirement
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Client Scenario: Sharon and Tony Nearing Retirement
Case study walkthrough: Case Study 5 — Sharon and Tony, Approaching Retirement. Practise the model answers as exam-style adaptive questions.
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Client background
Scenario Sharon (59) and Tony (61) have a repayment mortgage of £78,000 with 8 years remaining. Tony is retiring next year; Sharon plans to work 3 more years. Combined current income: £82,000.
Question 3
True or false?
Scenario Sharon (59) and Tony (61) have a repayment mortgage of £78,000 with 8 years remaining
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Adviser Q&A
Question 5
Which term matches: "Income drops significantly when Tony retires. Lender must assess affordability on projected retirement income."
Question 6
What does "Q2. What protection needs exist?" mean?
Question 7
Type the term that means: "Income drops significantly when Tony retires. Lender must assess affordability on projected retirement income."
Question 8
Match each term in "Adviser Q&A" to its meaning
Tap a term, then tap its matching definition.
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Quick recap
Lock in the essentials before moving on.