Pension Record Book Printable | Retirement Account Log, Reference Numbers (8 Pages)

Four jobs, three providers, two house moves, and nobody in the family could name a single policy number. A pension is the one thing everybody owns and nobody can find. The paperwork arrives once a year, gets put somewhere sensible, and then the provider is bought by another provider and the letterhead changes. What is missing is never the money. It is the list — what exists, who holds it, under what number, and where the last letter about it went. HELD is 8 pages of plain, ruled paper for exactly that. Every scheme and account you actually hold, its provider and its reference number, what has been paid in, and where the last statement is filed — written down in one place by the person who holds them. THE FOUR PAGES THAT PAY FOR IT What you hold, on one page. Provider, type, reference number and the date it was opened. One line each, so somebody who is not you could read it. What has been paid in, and when. Dated, with who paid it and how, and a column for whether the provider confirmed it. Written by you, off your own statements. Statements received, and where they went. The date it arrived, what period it covered, and which folder it is in. The column that makes the filing worth doing. No advice, no product, no projection. This book recommends nothing, forecasts nothing and works out nothing. It records what you already have and where the paperwork is. WHAT IS INSIDE One — You Where this book lives, and who to contact Two — What you hold The register, one line per scheme Three — Paid in Copied off your own statements Four — Statements What arrived, and where it was filed WHY IT IS A BOOK AND NOT A SPREADSHEET Because it is the record somebody else has to be able to read. A book in the same drawer as the passports gets found; a file on a laptop nobody else can unlock does not. It is also filled in with a statement in the other hand, standing at the kitchen table, which is the moment the reference number is actually in front of you. WHAT YOU GET Four PDFs, one for each print size: US Letter (8.5 x 11 in) A4 Half-Letter (5.5 x 8.5 in) A5 8 pages each. Print at home or at a print shop, as many times as you like, for as long as you like. Plain paper and a ring binder is the whole kit. Instant download, in your Etsy Purchases the moment payment clears. THE SMALL PRINT Digital download. No physical item is shipped. Colours vary between screens and printers. For personal use. Please do not resell or redistribute the files. A NOTE ON WHAT THIS IS The shortest page in the book, and worth reading first. This is ruled paper for listing what you already hold. It gives no financial advice of any kind. What this is. Ruled paper for writing down what happened, when it happened and what it came to — with a date beside it. Nothing in it is computed and nothing in it is advice What this is not. Not financial advice, not a retirement plan and not a product comparison. It recommends nothing, projects no value, works out no return, states no contribution figure, names no allowance or limit, and says nothing about when anybody should retire or what they should hold Why it refuses. Because what is right for one person's money depends on their age, their country, their tax position, their health and what else they have — and because rules, limits and allowances differ by country and are revised every year. A figure printed here would be somebody else's figure, read as reassurance by a stranger. Advice comes from a regulated adviser and from your own provider. What this book gives you is the list of what exists and where the paperwork is, which is the first thing any of those conversations needs