Pension fund statement

How to read and understand your PF statement

The pension fund statement contains important information about your pension planning. For example, it tells you how much is saved in your pension fund, how much you can spend to finance a home, and what your invalidity pension would be if something were to happen to you. Below we explain the ten main terms.

How and when do I receive my pension fund statement?

You will usually receive your annual statement by post in March of any given year. You can also request your statement by contacting the HR department at your workplace. Employers often provide an internal website where you can view or request your pension fund statement.

Do you have any questions about the pension fund statement?

We are happy to answer any questions you might have about your pension fund statement and give you comprehensive advice on related pension questions, such as:

  • Will I have enough money when I retire?
  • How can I invest my money to get higher returns?
  • How can I finance my own home using my retirement savings?
  • How can I plan my retirement in order to save on taxes?