We charge an hourly rate of €150 excl. VAT for the Pension Insight service. The average Pension Insight takes one hour. If an appointment takes place outside our office, we will charge an additional amount for travel time.
It is wise to schedule us for a number of Pension Insights on the same day.
The Detailed Insight service involves the preparation of an in-depth inventory of an employee’s financial situation, followed by a detailed financial plan. We then explain the financial plan to the employee and present him/her with specific recommendations and advice in a personal meeting lasting about 1.5 hours. Travel time will be charged too, unless the appointment takes place at our office or is online.
Follow-ups are possible too. For example, an additional meeting or the development of more detailed scenarios. We charge for these additional services on an hourly basis. Naturally, we will provide an indication of the time involved in advance.
We will send our invoice to the employer. Whether and how he recoups the costs with the employee (by reducing his/her holiday leave or recording the time spent as unpaid leave, for example) is a matter for the employer and his employee.
If you are interested in offering our Pension Insight or Detailed Insight services to your employees, please send us an email with your contact details. Alternatively, contact us by phone. We will inform you on the steps to be taken in the process.