Before requesting a comparison
Prepare your pension planning file
A useful pension file starts with what you have and what you want to achieve, not with a product. Available capital, tax treatment and liquidity depend on individual circumstances.
Questions to clarify
- Main goal: retirement, risk protection, home ownership or a combination
- Expected horizon and a realistically affordable contribution
- Costs, guarantees, risks and exit terms of each option
Keep in mind
Tax rules, contribution ceilings and withdrawal options can change and depend on status. Verify current figures with the authorities and contractual terms with the provider.
Useful official sources
Ready to compare?
The comparison form is separate from this checklist. You remain free to decide whether to continue.
Continue to comparison