Understand your pension fund statement – Your financial future at a glance
Your pension fund statement is an important document that not only provides an overview of your current retirement savings situation, but also serves as the basis for important financial decisions. This document contains information on your current retirement assets, your contributions, and the benefits to which you are entitled in old age, in case of disability, or in the event of death.
The statement shows you in detail how much capital you have already saved and how your contributions are composed.
Forecasts such as likely old-age pension or potential benefits in case of early retirement help you better plan your future.
By analyzing the statement, you can identify potential pension gaps and take countermeasures early on.
Benefits in the event of disability or death provide you and your loved ones security. It is essential to understand this coverage.
Your pension fund statement provides answers to essential questions:
You are able to make well-founded decisions regarding contributions, investment options, or early retirement.
Through targeted optimization of your pension, you achieve long-term coverage.
You understand the language of your pension fund and can ask specific questions.
Knowing about additional contributions to your pension fund savings will help you reap tax benefits while increasing your retirement savings.
We show you where you can find what information on your statement, what it means, and where optimization is necessary or sensible.
This know-how enables you to better assess your financial situation and shape it actively.
We go through every aspect with you one after the other and explain its respective meaning.
Together we determine whether there are any pension gaps and where they are.
You obtain specific recommendations on how to optimize your pension.
We guide you in implementing measures such as voluntary contributions, planning early retirement, or adjusting benefits.
Do you have any questions or would like to make an appointment? We are here to support you:
We handle questions such as those shown on the right on a daily basis. You don't need to deal with them by yourself – our 360° Check-Up is free of charge and non-binding.
Our initial consultation is free of charge. The costs of further services are calculated individually.
Please take along your latest pension fund statement as well as relevant documents such as salary statements.
Yes, pensions can often be improved with voluntary contributions or optimized investment decisions.
This depends on your individual situation. We help you understand the consequences of early retirement and take the best decisions.