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Jack, 50


Sipp, Isas and cash


Create a portfolio that will generate £30,000 a year

<p>Sipp, Isas and cash</p>

Jack is age 50 and hopes to create a portfolio that will yield around £30,000 a year without the need for asset sales by the time he is 55. He has an index-linked pension that is forecast to pay out approximately £9,000 a year from when he is 65, and about £120,000 in cash for a future house move. His children have left home, he has no debt and his mortgage is paid off.

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