Show Notes
Part 2 of our UK pensions series, this episode covers everything you need to DO if you want to simplify your pensions without making expensive mistakes. You'll learn how to take stock of every pot, spot safeguarded benefits you should never move casually (like DB pensions and protected tax-free cash), and compare charges and platforms properly. We also break down transfer mechanics and the big decision: how simple you actually want your setup to be, while keeping your investment strategy and beneficiaries up to date. If you want a calmer, practical guide to pension consolidation in the UK, this is for you.
Shownotes: https://meaningfulmoney.tv/session624 01:16 Summary of KNOW 06:26 DO - Take stock 08:18 DO - Identify what should NEVER be moved casually 13:21 DO - Compare charges properly 15:30 DO - Assess the quality of each existing provider or platform 18:55 DO - Decide what level of simplicity you actually want 19:44 DO - Understand transfer mechanics 24:13 DO - Be deliberate about investment strategy AFTER consolidation 25:45 DO - Update beneficiaries and records 27:20 DO - Decide YOUR threshold for "tidy enough" 29:40 Summary of DO
Pension Consolidation Checklist - https://meaningfulmoney.tv/consolidationchecklist
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