This case study examines pension decisions from a financial point of view, with the example of a university professor, Dr. Carl Pettigrew. Dr. Pettigrew has a full pension by their employer, but must consider their obligations to his former spouse and police existing life insurance. Because of all the different elements analyzed, the case represents a moderately complex situation for the pensioner. Students are invited to take the role of a financial planner to help Mr. Pettigrew to work through all the factors necessary to take into account and make the best decision when and how to retire.
by
Norma Nielson,
Lisa Surmon
Source: Ivey Publishing
8 pages.
Date Posted: April 22, 2013. Prod #: W13148-PDF-ENG
Case Decision Solution retirement of Professor Pettigrew
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