With numerous pensions, Harry and Susan had no idea if they had enough money to retire and live comfortably.
How much money do you need to retire? This was the problem facing Harry and Susan. They were reaching retirement age, but they didn’t know if they had enough money in their pensions to live comfortably.
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The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The advice provided was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.