Ann was 61 and explained to PMN that her objective was to fully retire at 63.
She had a number of pension arrangements and had accrued capital in various investments.
Ann had the following key objectives:
Stage |
Period From Age 63 |
Source of Withdrawals |
1 |
0-5 years |
Cash / Deposit Account |
2 |
5-10 years |
Investment Portfolio |
3 |
10-15 years |
ISA’s |
4 |
15 years plus |
Pensions |