Portfolio Clinic 

Think carefully about swapping cash for bonds

Reader Portfolio

Peter and Madeleine, 70 and 72

Description

Funds and shares held in Sipps and Isas, cash and residential property

Objectives

Supplement retirement income, pass on money to children

<p>Funds and&nbsp;shares held in Sipps and Isas, cash&nbsp;and residential property</p>

Peter and Madeleine are 70 and 72, semi-retired, and have four children and four grandchildren. They live off Peter’s income from part-time work, pensions and annuities, which totals around £43,000 a year.

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