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. 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. Below we explain the ten main terms.

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With the UBS Retirement Plan, our specialists work with you to draw up a concrete plan of action and answer your questions about retirement. For example:

  • 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 best plan my retirement to save on taxes?