Investor Views: “My Pension Has Grown 10% a Year for 25 Years”

Private investor, Jeff Bulled tells Morningstar how canny pension decisions mean he’s now concentrating on ISAs - as he is nearing his Lifetime Allowance

Emma Simon 11 May, 2016 | 3:56PM
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Sixty year old Jeff Bulled says he is still investing for his retirement, but has switched from pension holdings, to ISAs and property investments.

He explains that this is because he pensions have grown in value significantly, and he is concerned about breaching the lifetime allowance, which was recently reduced to £1 million.

“Like many people my age I’ve had several careers. Now I run my own management training consultancy. But I started off as a director at the British Standards Institute for a number of years. At the time I was lucky enough not only have a decent salary, but access to a final salary pension.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Jupiter European L Inc3,289.92 GBP0.65Rating
Threadneedle American Sel Rtl Acc GBP5.23 GBP0.18Rating
Threadneedle European Sel Rtl Acc GBP4.62 GBP0.57Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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