Checklist of Factors Across Platform Investment, ILPs, & Endowment Plans

So, we have seen the range of returns across the three types of solutions when one is considering a 10-year financial goal. However, it will be too simplistic to just consider the returns. Other things that need to be factored include the risk appetite of the person, as well as the overall financial circumstance and aspiration of the person. Also, there is no perfect solution so it is imperative people also consider the shortcomings.

I have developed a checklist below, which you can use to decide on which financial solution is most appropriate for you as you embark on meeting your 10-year target. It is important that these be taken into account as, once a solution is implemented, it may be difficult to unwind.

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