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Catriona, 65

Description

Sipp, Isas and trading accounts invested in funds and direct shareholdings, cash, residential property

Objectives

Supplement pensions income with £7,000 to £8,000 a year from investments, total return of 5 per cent a year, invest surplus cash

<p>Sipp, Isas and trading accounts invested in funds and direct shareholdings, cash, residential property</p>

Catriona is age 65, and gets an annual income of £23,000 a year from a former workplace pension, state pension, and two of her late husband’s pensions. Her home is worth about £240,000 and she has a weekend home worth about £200,000. Both are mortgage-free.

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