10 Steps To Organise Your UK Pensions | S19 - The Power Of Checklists

#MeaningfulMoney, #MeaningfulAcademy, #RetirementPlanning
Sometimes I just want someone to tell me exactly what steps to take to get a job done. You know - do these few steps and the outcome is a given; all the thinking taken away. The checklist is the perfect embodiment of this, and today we're talking about the pension checklist - everything you need to know and everything you need to do to get your pensions in order.

SHOWNOTES: https://meaningfulmoney.tv/pensionche...

Check your state pension: https://www.gov.uk/check-state-pension
Pension Tracing Service: https://www.gov.uk/find-pension-conta...
How to choose a multi-asset fund: https://meaningfulmoney.tv/2017/01/18...

Chapters:
0:00 Welcome to Season 19, Episode 1
0:38 Topic Introduction
0:48 1. Check your State Pension
1:26 2. Gather all your statements
1:53 3. Fill in the gaps
2:22 Thanks to 7IM for their support
2:30 4. Get a handle on things
3:25 5. Decide whether to consolidate
3:45 6. Choose a Master Pension
4:13 7. Set and forget the investment
4:58 8. Confirm how much you’re paying in, and increase it
5:50 9. Consider salary sacrifice
6:10 10. Review annually
6:36 Your comments

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