Complete Case details are given below :
Case Name : Professor Pettigrew’s Retirement Decision
Authors : Norma Nielson, Lisa Surmon
Source : Ivey Publishing
Case ID : W13148
Discipline : Finance
Case Length : 08 pages
Solution Sample availability : YES
Plagiarism : NO (100% Original work)
Description for case is given below :
This case examines retirement and pension-related decisions from a financial perspective, using the example of a university professor, Dr. Carl Pettigrew. Dr. Pettigrew has a comprehensive pension plan through his employer, but needs to take into consideration his obligations to his ex-spouse and his existing life insurance policy. Due to all of the different elements under consideration, the case represents a moderately complex situation for the pension holder. Students are asked to take the role of a financial planner, to help Dr. Pettigrew work through all of the factors he needs to take into account and make the best decision about when and how to retire.
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