- Our reader hopes his pension will return 8 per cent a year
- He has taken a more hands-on approach to his investments since going freelance
- He also wonders about the best strategy for his Isa and his daughter’s Junior Sipp
Reader Portfolio
Frank
46
Description
Isa, pension, Junior Sipp
Objectives
Grow his pension and Isa to fund his retirement and save for his daughter
Portfolio type
Investing for growth
In a world of higher interest rates and unstable politics, it’s hard to gauge what a realistic long-term target for a portfolio should be. However, finding one that is both ambitious and achievable is key to retirement planning.