I am due to retire shortly
In the period leading up to your retirement date, you have several choices to make, some mandatory and some optional. A Financial Insight Session gives you a clear picture of your financial situation, allowing you to make the right choices and to create peace of mind about your finances. You can sign up for a Financial Insight Session if you will reach your AOW state pension age in the next 12 months or less and have received an invitation from NN.
This session gives you insight into:
- your overall financial situation (including your partner’s information);
- your terms of employment and private finances (salary, pension, mortgage/rent, annuity, insurance);
- how much money you can spend (for living expenses);
- the current situation and your situation when you retire, or if you become ill, unemployed or pass away;
- the financial impact of scenarios specified by you, taking into account tax options; high/low, early access, conversion of pension components, continued investment, etc.
Interviews can be conducted in Dutch or English, either online or physically at Ecclesia’s Rotterdam office. You choose the option that suits you best.