General pension question

herbywan · 21 October 2018 at 8:04PM

Hi all
I am now in receipt of my company pension and still have all my old and new pensions paperwork.My question is can I now get rid of my old paperwork?
Thanks in advance
PS I hope that makes sense

JoeCrystal · 21 October 2018 at 8:07PM

I wouldn't. Just file them away just in case.

herbywan · 21 October 2018 at 9:02PM

Thanks for your reply

kidmugsy · 22 October 2018 at 1:50AM

JoeCrystal wrote: »

I wouldn't. Just file them away just in case.

I agree. You never know when some question will arise that would be easily dealt with if only you'd kept the paperwork.

GibbsRule_No3 · 22 October 2018 at 8:53AM

Scan to pdf and save the pdf, throw the physical pieces of paper away, unless any are needed legally to be shown for any reason. Print off from pdf if a query arises.

LHW99 · 22 October 2018 at 9:21AM

Thin them out. Keep statements / correspondence - particularly with reference nos. Ditch projections marketing etc

JoeCrystal · 22 October 2018 at 10:18AM

GibbsRule_No3 wrote: »

Scan to pdf and save the pdf, throw the physical pieces of paper away, unless any are needed legally to be shown for any reason. Print off from pdf if a query arises.

A sound idea as long you got proper back up saved somewhere else. It would be a shame if it is saved only on one computer and it gets lost due to a computer error.

General pension question

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