Passive Multi Asset Funds

My wife has a £25k S&S ISA that she's looking to transfer and open a SIPP at the same time, both in Passive Multi Asset Funds. She's 52 and hoping to retire in the next 3 to 5 years. We have been looking at the Vanguard Life Strategy 60% and 40% and also the Target Retirement 2025 fund for the SIPP. Does anyone have any opinions on these or advice on other platforms? Thanks


  • blue.peter
    blue.peter Posts: 1,203 Forumite
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    This question might be better asked on the Savings & Investment board.
  • Albermarle
    Albermarle Posts: 22,026 Forumite
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    Or on the Pensions board Pensions, annuities & retirement planning — MoneySavingExpert Forum

    You can ask on either, as the same people tend to inhabit both boards.

    It could be worth your while spending some time scrolling through both boards, as very similar questions are asked all the time. 
    When reposting it would be better if you added a bit more detail, such as you and your wife's current pension provision.
    Also why does she want to transfer from the current S&S ISA.
    Do you have sufficient cash savings etc

    People are often reluctant to give specific financial recommendations, and more so if they are not sure what the bigger picture is. 
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