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Reader Portfolio

Jonathan, 56

Description

Isa and trading account invested in funds

Objectives

Our reader's income and risk objectives could be better met

<p>Isa and trading account&nbsp;invested in funds</p>

Jonathan is age 56, and wants to retire at  58 and travel for two years. When he turns 60 he plans to supplement his £17,000 a year defined benefit (DB) pension with income drawn from his portfolio. He will also receive a full state pension when he turns 66. Jonathan is single, has no dependents and is happy to run down his portfolio in its entirety.

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