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Pension advice

Tailored advice for employers, WC members and DGA's

In accordance with the rules of the Financial Supervision Act, Pensioenhart provides a pragmatic insight into the possibilities and consequences of a pension scheme. Scroll down to see the working method.

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The employees are informed about the pension scheme by means of leaflets, presentations or 1 on 1 conversations.

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The employer determines to what extent Pensioenhart is involved in managing the pension scheme.

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Works Council members are supported to familiarize themselves with the pension matter. So that they can represent teh employees well.

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The DGA is guided in the many options that are available.

Working method setting up pension scheme

02

Analysis

- Consequences of objectives

- Determine options and priorities

- Concept new scheme

- Inform Works Council (WC)

03

Advice

- Introduce new pension scheme

- Current vs. new pension accrual

- Marketing research

- Check quotes

- Choice performer

- Ask WC for approval

- Request quote, have it signed and sent to the executor

- Legal documents

- Communication employees

04

Implementation

- Check portals

- Communication employees

- Finance

- Settle current pension scheme

- Collective value transfer

05

Management

Assisting the company in managing the pension scheme.

01

Inventory

- Introduction

- Make an inventory of the pension scheme

- Industry pension fund (bpf) check

- Collective labor agreement (CAO) check

- Financial check

- Inventarisation knowledge and experience

- Objectives

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