What is the purpose of an individual pension assessment?
For the employer, the individual retirement assessment must be part of the internal strategy to support and anticipate the transition between working life and retirement. It enables you to improve your employee experience.
The individual retirement assessment is a comprehensive, detailed process that enables your employees to accurately assess their acquired rights and the income they can expect once they retire.
We offer a comprehensive, personalized approach, taking into account all aspects of each individual's situation.
All you need to do is provide us with a few personal and financial details, and we'll provide you with a complete and relevant analysis of your future retirement.
Our experts will carry out the calculations and provide a detailed report, highlighting the key elements to be taken into account for a worry-free retirement.
An individual retirement balance sheet provides a clear picture of your situation and enables you to implement optimization strategies. Depending on the results obtained, you can adjust your savings strategy, plan for additional income, or take advantage of tax breaks linked to retirement. Setting up an individual retirement assessment enables you to enhance your employer brand and support your employees in their transition to retirement. This approach is appreciated for its reassuring reassurance about their financial future.
We can also help you set up your retirement and employee savings strategy.
Our global approach enables us to support you in the social protection of your employees: health, provident, retirement and employee savings schemes.
Setting up retirement and employee savings schemes is a real advantage for your employees.
