- Jerome and Pauline have a large investment pot, but need a lot of income
- Their investment strategy may be too focused on global stocks
- Will they be able to use their savings sustainably and last their retirement?
Reader Portfolio
Jerome and Pauline
55 and 52
Description
Isa, pensions, general investment account
Objectives
Retire and use their £1.5mn investment portfolio to provide enough income
Portfolio type
Investing for income
When you’ve been saving and investing for most of your adult life, there never really feels like a good time to stop. But sometimes an ideal situation arises and you can take charge and finally spend the savings you’ve worked so hard for.