Are there are gaps in your retirement provision? How high are the expected benefits in the event of early retirement or disability? Now the once-a-year moment has come: you receive your pension fund certificate and get the answers to all these questions and more.
The pension fund certificate is a personal document given to you by your employer or pension fund. It shows you the amount you are likely to receive upon retirement. The certificate also contains information about your annual contributions to the pension fund or about how your family is covered. It therefore gives you a comprehensive overview of your retirement provision.
We've created a guide to help you better understand the different pieces of information and terms on the pension fund certificate: it means that you can find any information on the certificate quickly and easily.
You should always take note of the following details:
As a customer of an AXA pensions solution, you receive an access letter with your personal login rather than the annual pension fund certificate which is sent out. This way, you can simply log into the myAXA customer portal and download your certificate. myAXA also offers other useful functionalities:
Your myAXA pensions portal conveniently shows whether there are pension gaps and which benefits are insured. You can also calculate different retirement scenarios based on your circumstances.
Use the pension portal to calculate what the effect of an early withdrawal for financing residential property would have on your benefits. Enter the required advance withdrawal and see immediately how much monthly pension you would have left in retirement. Your overall retirement assets will also be recalculated for you in line with this changed scenario, enabling you to quickly work through various scenarios. This provides you with a valuable basis on which to make a decision on any early withdrawal from your pension fund.
Do you have any questions or would you like a no-obligation consultation on private pensions (Pillar 3)? Our experts will be happy to help.