Passive Multi Asset Funds
Stegor
Forumite 18 Posts
Hi,
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
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
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Replies
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.