Investor Views: “I’ve Doubled My Money in Banking Shares”

Private investor Charlie Musson takes a three-pronged approach to his retirement: saving in pensions, property and a portfolio of ISAs

Emma Simon 22 June, 2016 | 2:33PM
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Charlie Musson isn’t relying solely on his pension for his retirement. He’s also investing in an ISA portfolio and has a number of buy-to-lets.

Retirement is still 20 years away so I’m taking a long-term view and a high level of risk with my investments

He says: “I think this three-pronged approach enables me to utilise the main tax allowances that are available, and should allow me flexibility and options when it comes to drawing an income in retirement.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Barclays PLC199.28 GBX-0.09Rating
Finsbury Growth & Income Ord875.00 GBX-0.79Rating
Genel Energy PLC150.00 GBX-1.83
Lloyds Banking Group PLC49.46 GBX1.01Rating
Schroder UK Public Private Trust Ord34.07 GBX0.12Rating
Scottish Mortgage Ord1,482.00 GBX0.20Rating
Standard Life UK Smaller Co. Ord736.85 GBX0.66Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for