Sutton Household
Compliance1 supervision item open
Goals
Adviser-constructed goals with feasibility scoring. Client-stated objectives are captured in the member sections.
#1drawdown incomeprimarynot assessed
Sustainable supplementary income drawn from DC pension (~£18k pa) to top up state pensionTarget: £18,0001yr horizonMargaret Sutton
#2spouse survivor reviewprimarynot assessed
Review late husband's pension survivor benefit lifetime-allowance impact (paused pending probate)1yr horizonMargaret Sutton
#3equity release considerationprimarynot assessed
Equity release deferred — to be revisited in 12 months once bereavement-recovery window passes1yr horizonMargaret Sutton