Investments and pension
Dated valuations, pension evidence, planning assumptions and generated reports. Sources own the figures; strategy notes own the reasoning.
Files are still at their current paths; the move into this folder is order 11 of the workspace map. Links below are live today.
Generated views
| File | Role |
|---|---|
pension-cashflow-tracker.md | financial overview, pension planning, tax reasoning and copied tasks; generated later, with strategy extracted. |
investment-gains-tracker.md | collected investment valuations and gain calculations; generated later from reconciled observations. |
investment-monthly.md | evidence: dated monthly investment observations, including unknown pension values. |
- Pension transfer analysis (Sep 2026) — monthly vs twice-yearly, the 30-year numbers and the decision to transfer twice a year