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How to beat the ‘single woman’ penalty

Women & Wealth: More women are shunning ‘traditional’ lifestyles but are being financially punished for their choices

'I sold my business – how should I invest my £9mn cash pile?'

Portfolio Clinic: Our reader has done well out of a business sale but now needs a sensible investment strategy to support his family. Holly McKechnie helps find a way

'How should I invest my £68,000 lump sum?'

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

'I'm now in charge of my £860,000 portfolio – can I retire at 60?'

Portfolio Clinic: Our reader is now fully 'responsible for her future' and hopes that it involves an early retirement. Dave Baxter assesses the situation

'How do I turn my £270,000 pension into £2mn?'

Portfolio Clinic: Our reader has an ambitious target but may be prioritising pension contributions at the expense of his Isa

‘I’m 31 – how should I invest to buy a home and retire?’

Portfolio Clinic: Having only begun investing during the pandemic, our young reader needs to broaden her fund choices. Taha Lokhandwala takes a look

‘Can I pay off my mortgage and retire with £1.5mn?’

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

'Is my £580,000 Isa ready for retirement?'

Portfolio Clinic: Our reader wants to retire early but his investments might need a makeover

'Can we retire at 55 with a £150,000 income?'

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?

Isa and pension transfer times still have a way to go

Platform transfer delays are nothing new, and improvement has been slow to materialise