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Investing across the ages

Investing for your future is an activity that develops over a life time.​

Investing for your future is an activity that develops over a life time. The sooner you start the more likely you are to reach your goals and meet your financial needs as they evolve throughout your life. Regardless of the stage of life you are now in and whether you are saving for retirement or a large purchase, it is always advisable to understand your investment path and plan for your financial needs to ensure a comfortable and secure future. In fact, one of the most important questions to ask yourself is how you may live comfortably in retirement as it will inform your investment approach whether you are in your 20’s or in retirement now.

As your needs and spending requirements will change over time, we have examined the different stages of life, which could provide an insight into how to effectively navigate your changing financial needs. Which stage of life are you in?

Hover over the stages in the diagram below to find out more.

Important information: Columbia Threadneedle Investments does not give investment advice. If you are in any doubt about the suitability of any investment, you should speak to your financial adviser. Data as at 30 September 2019 unless otherwise specified. Past performance is not a guide to future performance. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested. Your capital is at Risk. The analysis included in this document has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable, but its accuracy or completeness cannot be guaranteed. The mention of any specific shares or bonds should not be taken as a recommendation to deal. Issued by Threadneedle Asset Management Limited. Registered in England and Wales, Registered No. 573204, Cannon Place, 78 Cannon Street, London EC4N 6AG, United Kingdom. Authorised and regulated in the UK by the Financial Conduct Authority. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

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