- Lynn wants to put a large chunk of cash to work to help her towards retirement
- She has substantial assets but competing priorities
- What investment and financial planning considerations are at play here?
Reader Portfolio
Lynn
39
Description
Isas, pensions, property and cash
Objectives
Invest a lump sum
Portfolio type
Investing for growth
A financial windfall can be life-changing in any number of ways, but like any blessing, it can be easily squandered. Those in possession of a sudden lump sum should therefore think long and hard about how to use it in the best way.