Your other investments and savings

Until you reached this point in your life you probably felt comfortable taking a degree of risk, perhaps with PEPs and ISAs, and also in your pension fund (even if it was with profits). You must take this opportunity to review all of your financial affairs.

For example, if you have now ceased paid employment, you don’t have another chance to re-build your savings if you suffer deep and prolonged losses on risk investments. Existing PEPs and ISAs may be an important reserve that can be used to generate income, either immediately or later in retirement, so you won’t wish to take too high a risk with this “reserve”, for fear of depleting this income-generating potential.

Within our comprehensive service (options 2 or 3), we will take into account the wider opportunity to generate income from your investments during retirement.

One of the best brochures on investment, which i have seen for a long time!...
[read more]