What to do with your private pension: review the funds once a year

Most accounts keep their opening fund mix for years. A yearly look makes a difference.

Open notebook and bound reports on a desk with a green lamp

Most private pension accounts never change their opening mix.

Mix by age

Growth early, stability later.

State contribution

Partly lost on early exit.

Once a year

Check on your birthday.

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Author

Leyla Demir

Adviser · Sovereign Ledger

From the Sovereign Ledger advisers.