Pension Portfolio

	A	B	C	D	E	F	G	H
1	Fund	US Exposure	Ongoing charge (OCF)	Platform Fee	Portfolio Allocation	Monthly Contributions	3yr	5yr
2	FTSE All-World UCITS ETF (VWRL)	60.1	0.22%	0.15%	0%	0	51.7	58
3	Global Small-Cap Index Fund - Accumulation	59.90%	0.29%	0.15%	0%	0	54.2	57.9
4	Global Equity Fund - Accumulation (Managed)	59.10%	0.48%	0.15%	25%	50	71.8	84.2
5	Vanguard LifeStrategy 100% Equity A Acc	n/a	0.22%	0.15%	25%	50	53.9	65.6
6	Vanguard Target Retirement 2040 A Acc GBP		0.24%	0.15%	25%	50	38.3	45.3
7	Vanguard Global Sustainable Equity Fund Acc (Managed)		0.48%	0.15%	25%	50	n/a	n/a
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9	TOTAL		0.64%	0.30%	100%	200
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11	Monthly total contribution	200
12	Validation of Monthly contributions	0
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15	http://tools.morningstar.co.uk/uk/xray/default.aspx?LanguageId=en-GB&PortfolioType=2&SecurityTokenList=F0000159HP]2]0]FOGBR$$ALL\|F00000N9WG]2]0]FOGBR$$ALL\|F00000XXVV]2]0]FOGBR$$ALL&values=5.00\|45.00\|50.00&CurrencyId=GBP&from=editholding
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17	SIPP beneficiaries. Like all pensions, your self-invested personal pension (SIPP) is not considered part of your estate. It is not covered by your will, therefore. So, make sure to name beneficiaries. With a Vanguard account, you can do this by navigating to your ‘Account settings’ and selecting ‘Manage beneficiaries’.
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