Advisory services

Advisory Services

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.

 


Choose the consultation type that suits you best

 

My PFA

The Pension Plan at My PFA (mitpfa.dk) allows you to get an insight into your future financial situation. Here, you can see how large a percentage of your current income you can expect to have at your disposal when you retire.

The payout plan illustrates the effect of changing your retirement age and increasing your monthly payments.

Log on to My PFA

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PFA Advisory Services Centre

Please contact PFA’s Advisory Services Centre 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.

The Advisory Services Centre is open Monday - Thursday from 8:00 to 17:00 and Friday from 8.00 to 16.00.

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Online consultations

An online consultation takes place directly on your tablet or computer while you talk on the phone with a pension adviser. This type of consultation is more flexible and makes it possible for you to sit at home and potentially 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.

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

Senior advisory services

If you are 55 years of age or more, you will automatically be offered senior advisory services when you enter your civil reg. No. in the booking portal. Senior advisory services particularly focus on payout planning, the interplay with public benefits, available funds, advancement of inheritance and similar.