- Our reader is approaching retirement
- He has a lot of cash to allocate
- He is looking for a balanced strategy
Reader Portfolio
Rob and Maria
63 and 58
Description
Isas and pensions
Objectives
Funding their retirement, allocating a sum of cash
Portfolio type
Investing for income
Investing a cash lump sum can feel intimidating. It begs the question of whether to do it in one go or drip feed it into the markets, as well as what investments to pick.