Advisory services – make the most of your pension plan

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 80 82 42.

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. 

 

PFA Healthcare Hotline

PFA Healthcare Hotline is a health insurance feature which offers you advice over the telephone, support and guidance regarding questions related to your everyday life.

Read more about PFA Healthcare Hotline

Advisory services for managers & HR

As a PFA customer, you have access to Advisory services for managers & HR which can help you find good ways to handle the challenges of a busy everyday life with regard to HR and management.

Read more about Advisory services for
managers & HR

 

Choose the consultation type that suits you best

Consultation at your workplace

A consultation at your workplace takes place during the day.

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

Online consultation

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.  

Telephone consultation

Please contact PFA at (+45) 70 80 82 42 if you have any 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 payments, requesting a calculation of payouts, initiating your pension payouts etc. 

Telephone hours are Monday - Thursday 8:30 - 16:00 and
Friday 9:00 - 16:00. 

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.

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

PFA Healthcare Hotline

PFA Healthcare Hotline is a health insurance feature which offers you advice over the telephone, support and guidance regarding questions related to your everyday life. The advisers will be ready to provide assistance regarding issues of well-being and job satisfaction, stress, personal crises, changes in life style, serious illness, death or substance abuse that relate to your working life as well as your private life. The advisers at the Healthcare Hotline all have a professional health background, and they can help you with physical, mental and social problems – whether they are large or small.

You can call PFA Healthcare Hotline at (+45) 70 80 82 42 Monday to Thursday from 8:30 to 17:00 and Fridays from 8:30 to 16:00.

Advice to managers and HR employees

As a PFA customer, you have access to Advisory services for managers & HR which can help you find good ways to handle the challenges of a busy everyday life with regard to HR and management. Perhaps you are facing a difficult conversation with an employee, or perhaps you are welcoming an employee back after illness.

Stress and well-being

Advisory services for managers & HR can help provide advice and guidance in specific individual matters as well as generally with regard to knowledge about stress and well-being, possible efforts and plans for returning employees. PFA considers the manager a key player whom we want to prepare and support in his/her handling of stress and dissatisfaction, which may also imply that we offer a conversation with the employee and possibly his/her immediate supervisor about options.

The difficult conversation

If you need guidance or merely a chance to think out loud together with a health professional, you can also get help from Advisory services for managers & HR. Perhaps you suspect that an employee has an alcohol or drug abuse, or perhaps you want to talk to an employee about sporadic sickness absence. You could also come across employees with a critical illness which needs to be dealt with, both with regard to management and practically, or perhaps employees who are having trouble due to personal issues. In some cases, your enquiry may lead to us offering to talk with the employee.

Legislation

Advisory services for managers & HR are up to date when it comes to relevant legislation with regard to illness and employee retention, the Danish Sickness Benefits Act, flex job and unemployment fund, voluntary early retirement and flex benefits, but also the interplay with the insurance benefits from PFA. Thus, we provide advisory services about the public benefits and rules such as ‘fit for work certificates’, fast track and job assessment.

You may call PFA’s Advisory services for managers & HR at (+45) 70 80 82 42 within general telephone hours.