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'Am I on track for a £100,000 income when I retire?'

Portfolio Clinic: Our reader has a sizeable pension but wants a hefty income when he stops working. Can he do it? Dave Baxter finds out
January 19, 2024
  • This reader has built up a substantial pension and likes the idea of retiring in a decade
  • Has he put too much emphasis on this at the cost of flexible savings?
Reader Portfolio
Tom 43
Description

Substantial pension savings, cash, some shares and some property equity

Objectives

Grow and optimise pension ahead of retirement, potentially build up more flexible savings

Portfolio type
Investing for growth

Saving enough for retirement is a huge challenge and one area where many ultimately fall short. But it can be important to remember other priorities, too, such as getting the most out of life or having enough saved up in accounts you can easily access.

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