Pension Guide - 2024

Until recently, retiring seemed to be a carefree activity. Hopefully healthy and with enough to spend, the autumn of life could begin. How different it is now. Working longer, building up less, more risks. What seemed to be a certainty is suddenly in jeopardy. That requires your full attention. Because: will you have enough to spend later? To answer that question and many others, we have created this Pension Guide. For example, you can quickly see how your pension is doing using one overview. Of course, you can also read how you can save extra for a better pension in a tax-efficient way.

In this guide:

• When are you entitled to AOW?
• What to do with a pension gap?
• When are you eligible for an allowance?
• Your annuity is expiring, what now?
• How do you cash in the equity?
• What will your survivors receive?
• The impact of living abroad on your pension.
• How much can you donate tax-free?
• Are you entitled to part of your ex's pension?

The Plus Pension Guide looks beyond just your pension. To get a good picture of your financial situation, the rent and healthcare allowance also play a role. And of course how much tax you pay and what you have left over net. This gives you more control over your money and your pension.