Today we’re covering the ideal order of financial priorities, something Pete and Rog learned early on in their financial planning training. The order was summarised by the acronym PIPSIO

Protection
Income Protection
Pensions
Savings
Investments
Other

PIPSIO is nothing more than a useful mnemonic, but it really does serve a purpose. I still remind the advisers at Jacksons of it now and again.

Shownotes: https://meaningfulmoney.tv/BI9