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'How do we get more from our £460,000 pension pot?'

Portfolio Clinic: Our readers' "immediate priority" is to cough up £200,000 in school fees, but they have not lost sight of the longer term. Dave Baxter takes a look
June 21, 2024
  • While immediate costs remain pressing, this couple want to get their pensions in better shape
  • With plans to continue working for a few years, are they getting enough from their retirement savings?
Reader Portfolio
Tom and Margo 56 and 53
Description

Property portfolio, pensions, modest Isas

Objectives

Boost pensions, fund school fees, downsize property over time

Portfolio type
Investing for growth

Parents instinctively want to give their children a head start in life, but such things rarely come cheap. What's more, those seeking to do the best for their family must also remember to safeguard their own finances for the future.

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