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Lump Sum
Lump Sum
Lump Sum Investment can arise from a number of different sources, such as a dividend income from a business enterprise, an inheritance, a life assurance payout, or a gift. In any event, the money must be invested in a manner that aims to achieve your long-term objectives. You must therefore consider issues like:
What access you would like for the money?
How long do you want to invest for?
Are you are prepared to accept a fall in the value of the investment?
How much income you need from the investment?
How diverse to you want to make the portfolio?
The guide relating to ‘
Understanding Investment Areas
’ will help you with this planning.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Next Steps
To find out more call the 1st Option help desk on
0800 089 0110
or
contact us via the website
.
Calls to this number will be free from most UK landlines; mobile costs will vary.