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Our reader is about to make a chunky pension transfer. Should he invest the money in one go or drip feed it into the markets? Val Cipriani helps him figure it out
Portfolio Clinic: Our reader is now fully 'responsible for her future' and hopes that it involves an early retirement. Dave Baxter assesses the situation
Portfolio Clinic: Our reader has an ambitious target but may be prioritising pension contributions at the expense of his Isa
Portfolio Clinic: Having only begun investing during the pandemic, our young reader needs to broaden her fund choices. Taha Lokhandwala takes a look
Portfolio Clinic: Our reader invested rather than paying off debt when rates were low, but now needs to pay off a loan and boost his retirement funds. Taha Lokhandwala helps find a way
Portfolio Clinic: Our reader wants to retire early but his investments might need a makeover
Portfolio Clinic: With a combined income of more than £300,000, this couple can save and spend a lot. But once the income dries up, will their savings be enough?
Platform transfer delays are nothing new, and improvement has been slow to materialise
Portfolio Clinic: Our reader has a lot of cash but is paralysed by indecision. Where should he start? Val Cipriani lends a hand
This year’s report includes brand-new investment ideas, tips on how to get the most out of your tax-efficient account and the best savings rates and providers to use