Many say retirement planning is hard and/or complex.  Don’t believe the hype! And don’t put this off until you reach your 40s, 50s or 60s.  You can start today.

Follow this very simple process to find out how much retirement income you have accumulated so far.

The simple steps outlined in this video can be done by everyone at any age. If you’ve ever been employed, you should start now.

Starting your retirement planning adventure and beginning to take ownership of your pension knowledge and financial wellbeing are just the beginning.

1. Contact current employer
2. Request pension statement
3. Obtain a Subject Access Request (SAR) for missing records
4. Use the lost pensions service
5. Contact previous employers
6. Create your Retirement Logbook*

*Your Retirement Logbook is where you maintain all records about your pension income from previous employers, state pension/government pension and any private pensions that you may have.

Your money and your wealth in retirement will be determined by the efforts you put into understanding your financial future today.

This video is pat of the Retirement Planning (at any age) Mini-Series for Beginners.

Resources
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If you have not worked in the UK, search out the relevant links for your country/state.  The principles outlined in this video remain relevant regardless of where you may have worked.

If you enjoyed this video and it helps you in some small way to be better informed about how much you have in your retirement pot, let me know in the comments below.

Our mission is all about making retirement planning a fun, fruitful and fulfilling experience. 

Let’s demystify retirement and take control.

Do you have any you’d like to add to this list? Leave a comment below. 
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DISCLAIMER
This is not financial or investment advice. 
These videos are for informational, educational and entertainment purposes only.

Starting any kind of business and/or investing of any kind involves risk as well as huge effort and action. While it is possible to minimise and mitigate this risk, your investments are entirely your responsibility. It is imperative that you conduct your own research and due diligence. I am merely sharing my opinion with no guarantee of gains or losses on investments and/or in business. Your capital will be at risk.

AFFILIATE DISCLOSURE
This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This is at no extra cost to you and in many cases include exclusive discounts where I could get them for you. This helps support the channel and allows me to continue to make free videos like this. Thank you so much for the support!…(read more)

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