Portfolio Clinic 

Looking for a more comfortable retirement

Reader Portfolio

Phil , 66

Description

Funds

Investment trusts

Direct shareholdings

Property

Objectives

Use portfolio to supplement retirement income

<p>Funds</p><p>Investment trusts</p><p>Direct shareholdings</p><p>Property</p>

Phil is 66 and has been retired for nine years. He has an annual defined-benefit (DB) pension of £43,000 and a £7,000 state pension. When his wife retires in two years their annual income will rise by £6,000. He is looking to supplement this with £10,000 a year from his portfolio to further fund travel, healthcare and helping out family.

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