Assessing your pension

Take it easy when life throws you a curve ball.

As well as preparing for retirement, a pension analysis allows you to consider any situation that could impact your finances.
- If I cannot work, will I be able to cover my daily expenses?
- Will my family be financially protected if I die?
- Will I be able to continue with my plans if I have a sudden drop in income?

When we carry out a pension assessment, we thoroughly examine your objectives and financial situation, focusing primarily on disability, death, and retirement. We suggest ways to optimise your current pension cover.

As part of our support, we provide you with a comprehensive report that includes a detailed assessment of your current situation and its future projections but also an in-depth analysis of the impact of our proposed new strategies. We give you a complete and clear picture of your pension cover for disability, death and retirement. So you can make your decisions with complete peace of mind.

Needs assessment

- In-depth understanding of your situation
- Defining your objectives and projects
Data collection

- Financial data and assets
- Potential risks linked to health, professional situation, etc.
Risk analysis

- Identifying financial threats
- Assessing probability and impact

Protection recommendations

- Specific insurance and welfare measures
- Tailored to needs and objectives
Implement a pension plan

- Subscribing to recommendations
- Pension solutions
Monitoring and review

- Regular follow-up
- Adjustments in line with your needs

Financial knowledge

You get a clear overview of your current financial situation so you can make the right choices after identifying potential risks.
Services transparency

You receive complete transparency about your retirement, illness, death, or disability benefits, enabling you to plan confidently for the future.
Corrective measures

By identifying gaps in your pension plan, we can provide appropriate solutions, giving you better protection and greater peace of mind.

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What is a pension assessment?

Assessing your pension involves evaluating and projecting future events to identify risks, develop risk management strategies, and make informed financial decisions in financial planning. It includes examining financial data economic, demographic, and statistical factors to anticipate change, reduce risk, and ensure long-term financial stability. It aims to provide adequate coverage for unexpected events and maximise financial security through proactive planning.
What are the main goals of a pension assessment?

The main goals of pension assessment include predicting changes, mitigating financial risks, ensuring long-term financial stability, offering sufficient protection for unexpected events, and making informed decisions regarding asset management.
What factors are taken into account when assessing your pension?

Pension assessment considers inflation, interest rates, income trends, projected expenses, health risks, family events, financial market fluctuations, and government regulations.
When should I request that my pension be assessed?

1. Early Career : Establish financial goals, strategise your savings, and ensure a secure financial future.

2. Major Life Events : Events like marriage, childbirth, home purchase, or retirement necessitate comprehensive financial assessments.

3. Career Transitions : Review benefits and retirement packages and modify your financial plan.

4. Preparing for Retirement : Confirm if you align with your retirement financial objectives and recalibrate if required.

5. Economic or Regulatory Shifts : Gauge their influence on your finances and revise your strategy appropriately.

See all questions

A life project is not something you share with just anyone.

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From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.
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advice
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Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
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We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

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Strategy & Market Update, 1st Quarter 2026
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Strategy & Market Update, 4th Quarter 2025
Webinar replay 02.07.2025

Strategy & Market Update, 3rd Quarter 2025

Academy

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All you need to know about pension planning for people and for businesses.
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Financing options for your real estate project.
Investment
Resources to learn the fundamentals of investment or to specialize.

Wealth solutions
Build, grow, and preserve your wealth.
Pension planning
All you need to know about pension planning for people and for businesses.
Financing
Financing options for your real estate project.
Investment
Resources to learn the fundamentals of investment or to specialize.

Learn more

Investing in pension planning means investing in your own peace of mind.

Our pension planning solutions

Life is not a problem to be solved but a reality to be lived to the fullest.

Our approach

Your benefits at a glance

Financial knowledge

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Corrective measures

What's your life plan?

Contact us

Find out more about pension analysis

What is a pension assessment?

What are the main goals of a pension assessment?

What factors are taken into account when assessing your pension?

When should I request that my pension be assessed?

A life project is not something you share with just anyone.

Webinars & events

Strategy & Market Update, 1st Quarter 2026

Strategy & Market Update, 4th Quarter 2025

Strategy & Market Update, 3rd Quarter 2025

Academy

Build, grow, and preserve your wealth.

All you need to know about pension planning for people and for businesses.

Financing options for your real estate project.

Resources to learn the fundamentals of investment or to specialize.

Build, grow, and preserve your wealth.

All you need to know about pension planning for people and for businesses.

Financing options for your real estate project.

Resources to learn the fundamentals of investment or to specialize.

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