Can you oversimplify your pensions? Part 2

Summary of KNOW
DO – Take stock
DO – Identify what should NEVER be moved casually
DO – Compare charges properly
DO – Assess the quality of each existing provider or platform
DO – Decide what level of simplicity you actually want
DO – Understand transfer mechanics
DO – Be deliberate about investment strategy AFTER consolidation
DO – Update beneficiaries and records
DO – Decide YOUR threshold for “tidy enough”
Summary of DO

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Can you oversimplify your pensions? Part 1

KNOW – The emotional pull of consolidation
KNOW – What consolidation actually means
KNOW – The strongest arguments FOR consolidation
KNOW – The strongest arguments AGAINST consolidation
KNOW – When consolidation is usually a very good idea
KNOW – When caution is essential
KNOW – The “good enough” middle ground
Summary

The post Can you oversimplify your pensions? Part 1 appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

* This article was originally published here

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