Q. I have a number of pension and endowment plans. I’m not really sure if my money is being invested in line with my attitude to risk, and at least 50% of my money is invested in ‘with profits’ funds. What can I do to improve this?
A. As covered in the previous post, you should follow the steps that we’ve highlighted. If you don’t want to do this yourself, ask for assistance from a financial planner as they’ll be able to get all the information quickly, and do the analysis for you. You’ll then be in a position to decide what to do next.
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