Question list
List of questions
Related questions
Question 46 - CTFA discussion
Frank, age 55, is considering adopting a lifestyle investment technique as he aims to build up his personal pension prior to retirement. He should be aware that:
A.
The asset mix of the fund will be adjusted automatically on pre-determined dates
B.
His ongoing exposure to equities will reduce with lifestyling
C.
After 10 years, a maximum of 25% of the investments will be in bonds
D.
Lifestyling is likely to be appropriate if he intends to purchase a conventional annuity with his entire fund.
Previous
Next
Your answer:
0 comments
Sorted by
Leave a comment first
