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Old S&S ISA documentation
TheShape
Posts: 1,931 Forumite
Before I shred any old documentation is there any reason to keep documentation from a S&S Isa that I transferred to a new provider in March 2017?
I tend to be hesitant to chuck out old documentation but the amount of paperwork accumulated is enormous.
Likewise, I've got documentation from old (DC) pension providers since all transferred to a new provider. Keep or get rid?
I tend to be hesitant to chuck out old documentation but the amount of paperwork accumulated is enormous.
Likewise, I've got documentation from old (DC) pension providers since all transferred to a new provider. Keep or get rid?
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Comments
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I would say it’s fine to get rid.A good idea to keep a record without the physical paper is to take a pdf scan of the documents and save them on a pf? If you don’t have have a scanner just take clear photos of each document from your phone?"If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes” Warren Buffett
Save £12k in 2025 - #024 £1,450 / £15,000 (9%)0 -
I personally tend to keep a record of pension account numbers / transfer dates and amounts purely because of the (admittedly faint) possibility that some issue comes to light later - and for pensions that can be much much later.
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