If you have received a reminder from Lifeplan that you are not finished with the advice, this may mean that you:
1. Have not completed all parts of the recommendation
Lifeplan treats the pension as a coherent whole, which means that you should also handle the advice precisely as a whole and implement all suggested adjustments. If, for example, you were to refrain from changing funds in one insurance, but follow the advice in others, it may happen that your total portfolio gets the wrong level of risk or composition, which can affect the expected return.
2. Have completed all parts but have not to marked that you have completed
If you have already implemented the recommended changes, you just need to log in to Lifeplan click on "Finalize the reallocations", "Show instructions" and then on "I have carried out the redistribution".
Please contact support@lifeplan.se if you need help or have questions.
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