View your allotment at My PFA

If you had profile 2-7 with Bankpension, then a share of Bankpension’s shareholders’ equity and collective bonus potential has been transferred to your pension plan with PFA. You can view the allotment in your survey of savings under Savings at My PFA (the allotment is stated as a transfer allowance). If you have CustomerCapital, the allotment is distributed between a share to savings and a share to CustomerCapital.

If you had profile 1 with Bankpension, you will not receive any allotment of Bankpension’s unallocated funds.

How is the allotment calculated?

The allotment is distributed according to a distribution plan which was decided upon by the board of directors of Bankpension and adopted at Bankpension’s annual general meeting on 9 June 2016. The allotment is calculated on the basis of a proportionate distribution of Bankpension’s shareholders’ equity and the interest rate groups’ total collective bonus potential to members in profiles 2-7, based on the size of deposits as at 30 June 2015, when the accumulation of collective bonus potential was discontinued.

Since 30 June 2015, your individual share of the allotment has been set off against any pre-distributed pension allowance as well as the value of expected repayment of any amount on a settlement account. This means that your plan will no longer be weighed down with any “debt” in the form of, for instance, “outstanding bonus” etc.

Please note that the stated transfer allowance (allotment) includes non-settled pension yield tax. The pension yield tax appears from "Non-settled pension yield tax" together with other non-settled pension yield tax from your plan with Bankpension.