Retirement people - good places to invest their money?
Retirement people - good places to invest their money?
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Discussion

Terminator X

Original Poster:

20,849 posts

234 months

Sunday 11th August 2013
quotequote all
Any ideas chaps? For SWMBO's parents who are already retired.

TX.

DocArbathnot

29,047 posts

213 months

Sunday 11th August 2013
quotequote all
Terminator X said:
Any ideas chaps? For SWMBO's parents who are already retired.

TX.
Need some more info.

a) How much
b) Do they want to generate an income
c) Do they need to access it
d) Attitude to risk
e) Is this the whole "pot" or a lump sum


A financial advisor will have loads more questions before they can provide advice

westberks

1,444 posts

165 months

Tuesday 13th August 2013
quotequote all
DocArbathnot said:
Need some more info.

a) How much
b) Do they want to generate an income
c) Do they need to access it
d) Attitude to risk
e) Is this the whole "pot" or a lump sum


A financial advisor will have loads more questions before they can provide advice
previous investment track record
other income
tax status
iht requirements
duration to invest

just to add a few of the top of my head

bad company

21,920 posts

296 months

Wednesday 14th August 2013
quotequote all
Are they looking for income, growth or a mixture of both?

rog007

5,831 posts

254 months

Friday 16th August 2013
quotequote all
Assuming normal circumstances; they could lend some to others to generate income via peer-to-peer.