What will my retirement look like?
Insight into your financial situation later in life is where it starts. What will your income consist of, what are your expenses and do you have enough? And what can you do now to enjoy life later without worries?
What you get
An overview of your complete pension situation: state pension (AOW), employer pension, annuities, savings and the mortgage. Then the levers you can pull: adjusting the investment strategy of your pension, paying in extra, paying off the mortgage faster. Or the conclusion that you already have enough.
- Assessment of current and future income and expenses
- Calculation of any annual shortfall, including tax allowances
- Comparison of providers if you save extra through an annuity
- Clear summary that you can keep and update
Also for specific questions: what does moving to another employer mean for my pension? What if I stop working earlier? What happens if I am made redundant?
Book a callThe build-up, the calculation of the annual shortfall and the summary give me a good insight into my situation.
Aukje compared my pension accrual with employer A and employer B, and calculated what is needed to keep the accrual at the same level.
Financial planning as an employment benefit
More and more employers offer employees a personal pension consultation, for example from the age of 55 or during a reorganisation. This can be a fixed part of your pension scheme.
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