What to compare in a vested benefits solution
The useful criteria are fees, investment options, flexibility, clarity of reporting and ease of transfer if your professional situation changes again. A solution that looks simple at first can become restrictive if your plans evolve.
Vested benefits should not be managed in isolation. They make more sense when viewed together with your third pillar, retirement horizon and possible property or mobility plans so that short-term administration does not dictate long-term strategy.
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Articles to read
Vested benefits (LPP): what should you do with your assets when changing jobs?
Leaving an employer should not leave your pension assets unmanaged. Here is how to understand vested benefits, compare options and stay consistent.
Pillar 3a vs 3b: how to choose the right strategy for your profile
3a mainly optimises taxation, while 3b brings more flexibility. Here is how to combine both intelligently for a durable pension strategy.
Frequently asked questions
The essential answers before comparing or requesting support.