The Interim Assessment for Money Management  RKC/Cumbria

 

This assessment receives no grade, but it does receive feedback.  It is meant to be formative, and is linked to the final assessment.  It is obligatory.

 

The principle here is that each of us should build a retirement nestegg over and above state, employee or private pensions, and in addition to any other sources of income like property or a business.

 

You are to plot a savings/investment plan to retirement reflecting your own situation, likely rates of return in your country or in the currency you expect to save it.

 

Your answer should be submitted in the dropbox as an Excel file.

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