Advisory services – check up on your plan

Book a pension consultation

You can get an overview of your pension plan at My PFA. At My PFA, you can keep track of your savings and plan your future finances using different self-service tools. If you have a few questions about your pension plan, you can get immediate answers by calling PFA Advisory Services Centre at (+45) 70 12 50 00.

We recommend that you book a pension consultation if you need help adjusting your plan, planning your pension finances or need our advice on wealth and investment.

The PFA adviser can, among other things, help you with:

  • solutions to how you can optimise your future finances
  • how to invest your savings
  • finding out whether your insurance cover matches the needs of you and your family
  • who you should secure financially in case something were to happen to you.

Before the consultation, you will receive a confirmation and a link to My PFA. If you follow the link, you can fill in data about your family situation, finances, etc. as preparation for the consultation. The adviser will then use this data when preparing for your pension consultation. The meeting confirmation also includes a link to the Investment Guide and the Insurance Guide at My PFA. You can with advantage go through the guides before the consultation.

After the consultation, you will receive an evaluation form, where you can evaluate how much you benefited from the consultation.

Book consultation

 

Choose the consultation type that suits you best

 

My PFA

You have access to prioritised recommendations for adjustments of your pension plan on an ongoing basis. You can activate your recommendation by visiting My PFA at mitpfa.dk and enter your contact information, possibly upload your information from PensionsInfo and give your consent to PFA contacting you. 

Under Pension Estimate, you can get an indication of how large a percentage of your current salary you can expect to have at your disposal when you retire.

In the payout plan you can make simulations and see the effect of changing your time of retirement and increasing your payments.

 

Log on to My PFA

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Telephone consultation

Please contact PFA at (+45) 70 12 50 00  if you have a few specific questions that you would like to get an answer to right away.

Here, we are ready to help you with changing your insurance cover, adjusting your pension payments, requesting a calculation of payouts, initiating your pension payouts, etc.

You can see our opening hours here

 

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Online consultations

An online consultation takes place directly on your computer or tablet via Microsoft Teams. This type of consultation is more flexible and makes it possible for you to sit at home and maybe invite your spouse or cohabiting partner to join the consultation. 

Online pension consultations are available Monday - Thursday from 8:15 - 20:00 and Fridays 8:15 - 16:00. 

 

Book an online consultation

 
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Personal consultation

A personal consultation can take place at your workplace or at PFA. Together with a certified adviser, you review your pension plan.

A consultation at your workplace takes place during the day.

During the consultation, you will be advised on how to optimise your pension plan to suit your family and your financial situation.

If you bring your NemID to the consultation, any changes can be made right away,

Book a consultation

 

Webinars

You may participate in a number of digital webinars where you can learn more about finances, investment, inheritance matters or pension planning etc.

You can decide for yourself which and how many webinars you want to participate in. You can ask questions during the events, and you can subsequently make a request to receive all relevant materials.

PFA customers can participate in webinars free of charge, you can sign up at pfa.dk.

Sign up for a webinar