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As the director of a leading international company, our client has lived and worked in Asia for a number of years. He doesn’t own any property in Asia or the UK and has some concern that, even at only 36, he is not accumulating sufficient wealth for retirement despite enjoying a relatively high level of income.
Our fact find identified an existing regular savings plan started with a different adviser, five years ago, which contains just two high-risk funds. He contributes ¬£500 per month, and it has a 20-year term. After a recent pay rise, our client would like to begin to secure his financial future with a new savings plan invested in lower risk funds, specifically with his retirement in mind.
As our client didn’t want to change anything with his existing savings plan, we decided that an alternative product would be a better option. We recommended an excellent product with a term of 25 years which will mature at age 62 – a good fit for his requirements. And as he plans to keep the plan for the duration of its term, he was very attracted to the loyalty bonus.
Together we have selected a portfolio based on a level of risk he is comfortable with, whilst maintaining an interesting investment through the term of the plan which should provide plenty of upside if it continues to grow as it has. By ring-fencing the two plans the client has greater peace of mind and can continue to speculate more confidently.