Portfolio Clinic 

How do I maximise my pension pot?

Reader Portfolio

Jeremy, 50

Description

Sipp and Isa invested in funds, workplace pensions, shares in employer, residential property

Objectives

Build up as much as possible in pensions so they pay out 6 per cent-plus a year, with £15,000-plus a year in retirement from non-pension investments

<p>Sipp and Isa invested in funds, workplace pensions, shares in employer, residential property</p>

Jeremy is 50 and works for a software company. He and his partner’s home is worth £460,000 and has a £210,000 mortgage on it, which his partner plans to pay off. Jeremy also owns a buy-to-let property worth £450,000 with a £150,000 mortgage on it.

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