Optimizing pensions for all empolyees
Empower your employees with smarter pension solutions
Many employers pay high premiums to their employees. At the same time, many find it difficult to know how best to invest this pension capital.
To help your employees get more control and make the most of the pension contributions, Lifeplan offers professional advice to maximize each individual’s pension savings. All employees, regardless of income or position, receive personalized advice based on their age, salary, pension agreement, existing savings, risk and sustainability preferences.
Behind the advice is an advanced algorithm built on leading financial research. This ensures that the advice provides optimal risk diversification, low fees and the best possible funds.
As an independent advisor, Lifeplan focuses solely on maximizing each individual's retirement
Lifeplan meets the Financial Supervisory Authority’s high standards for independent advice under the Insurance Distribution Directive, ensuring that advice is based on impartial and personalized analysis. By not accepting commissions or kick-backs from funds and insurance companies, but instead allowing the employer to pay for the service, it is possible for Lifeplan to have only the individual’s best interests at heart in every situation.
The approach is based on a careful analysis of the total pension portfolio. All elements, public pension, occupational pension from current and former employers and any private pension and insurance savings, are compiled and included in the advice. This is to obtain a complete overview of the current situation, which is a prerequisite for being able to give professional advice. Looking at only one part of the portfolio may result in an inaccurate overall balance and thus not achieve the return that may be possible.
What our customers say
Expression of interest
Contact us – we’d love to help you offer your employees a really great and appreciated benefit!
Lifeplan is used by, among others:
