Advisory services – check up on your plan

Book a pension consultation

We recommend that you book a pension consultation if your life situation changes significantly to ensure that you get maximum value out of your pension plan.

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

  • how to invest your savings
  • whether your insurance cover still matches the needs of you and your family
  • whether the proper persons will receive your money in the event of your death.

Please book a consultation by contacting PFA at +45 39 17 60 19. 

Before the consultation, you will receive a confirmation with 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 for your pension consultation.

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

Advisory services - where and when it suits you

Online pension consultations

At online consultations, you can follow the pension adviser’s calculations and recommendations on your computer or tablet while you talk on the phone. During the consultation you will be advised on how to optimise your pension plan to suit your family and your financial situation. Online consultations offer great flexibility and make 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.

Telephone consultation

Please contact PFA’s Advisory Services Centre at +45 70 80 88 85 if you have a few specific questions that you would like to get an answer to right away.

Opening hours for PFA’s Advisory Services Centre are

Monday - Thursday between 8:00 and 16:30 and Fridays between 8:00 and 16:00.   

Senior advisory services

If you are 55 years of age or more, you will automatically be offered senior advisory services, which especially focus on payout planning, the interplay with public benefits, available funds, advancement of inheritance and similar.  

My PFA

If you prefer to make the adjustments yourself, you can adjust your insurance cover at My PFA (mitpfa.dk) if you have PFA Plus. You can also change your investment profile, attach a payout protection cover and select or deselect PFA CustomerCapital.

In the Pension Plan, you can see how large a percentage of your current income you can expect to have at your disposal when you retire. You can also run simulations and see the effect of changing your retirement age and increasing your monthly payments.