- Stephen and Jen have made good progress with their investments but want to assess her pensions
- Are they invested in the right places to match their growth mindset?
Reader Portfolio
Stephen and Jen
42
Description
Isa, pensions and cash
Objectives
Sort out pension allocations and get an 8 per cent annual return with his Isa
Portfolio type
Investing for growth
Those in their 40s face plenty of challenges, from raising children to supporting ageing parents, but they still have plenty of options when it comes to what they do in life. This is especially apparent with finances, where individuals have a good amount of time to build and shape a portfolio only using rough goals to work towards.