We recommend that you book a pension consultation to ensure that you get maximum value from your pension plan. The PFA adviser can, among other things, help you with:
- how to invest your savings
- 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.
After the consultation, you will receive an evaluation form, where you can evaluate how much you benefited from the consultation.