Pension situation analysis. Calculate your pension shortfall now.
When should you do a pension check?
As a rule, a pension check is useful at any time. Just to be on the safe side, a check every few years is beneficial. This way, you always have an overview of your current pension situation.
Checking your current pension situation is particularly worthwhile in the event of major changes at work or key events in your private life. For example, in the event of a change of job, marriage or divorce, the birth of a child, the acquisition of residential property or ahead of pension planning.
What questions will the pension check answer?
Do the pension check if you want to get answers to the following questions:
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Insurance certificate: Details of your pension fund benefits
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Information on existing life insurance policies and 3a savings accounts
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If you have residential property: Estimated value and amount of the mortgage
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Other assets and other savings accounts
If you do not have these documents or an approximate result is sufficient, you have the option of using average or minimum values from the pension fund or skipping certain steps altogether.
