Case Studies

Real experiences from retirees who have made different property choices. These stories show how people handled downsizing, equity release, moving abroad and other decisions.

Home Reversion Plans: A Case Study

See how a retired couple used a home reversion plan to help their adult children without waiting until they passed away.

I Downsized My Home in Retirement: A Case Study

A retired couple shares how they downsized from their four-bedroom home to free up cash for travel while keeping space for visiting grandchildren.

I Moved Abroad in Retirement: A Case Study

How a UK couple in their 60s rented their home to their son and moved to Portugal for retirement.

I Moved to a Retirement Village: A Case Study

A 79-year-old shares why moving to a retirement village improved her independence and social life instead of limiting it.

I Stayed in My Own Home: A Case Study

How one couple in their 80s stayed in their home through retirement with practical help and planning.

I Took Out a Mortgage When I Retired: A Case Study

A 62-year-old retiree explains how he got approved for a mortgage after leaving work and moving to be near family.

Lifetime Mortgages: A Case Study

How a couple used a lifetime mortgage to boost retirement income while keeping their home and leaving an inheritance.

Living with Family in Retirement: A Case Study

See how one couple moved in with their adult daughter and adapted their living situation to keep their independence while staying close to family.

Re-Designed a Home to Save Health: A Case Study

George's arthritis made walking difficult, so he adapted his home with ramps and grab rails instead of moving to a care facility.