Separation
Advise your client on the financial consequences of separation through pension division scenarios
Make expectations concrete
Pension is a very important aspect when it comes to separation, whether it’s a marriage or a registered partnership, “Separation” is appropriate. For the Director-Major Shareholder (DMS), Entrepreneur, self-employed professional and private individual, advise your clients on the possible scenarios for dividing the accumulated pension provisions within the company (BV) and/or externally with pension insurers. Also, make your client’s future income clear and transparent.
Features Separation
‘Separation’ concretizes what to expect after division of pension entitlements.
9 calculations at the same time
With Separation, you calculate all types of divisions at once and compare them transparently. Equalization, Division, and Conversion. Including 3 division scenarios.
Distribution scenarios
Set up to 3 division percentages and calculate the various divisions of the entitlements at once, taking into account a preferred distribution.
Conversion
Does the partner get their own pension rights, or not? And what does that mean for your client’s rights? Clearly visualize the various advantages and disadvantages of conversion.
Equalization or Settlement
Calculate the division of pensions based on settlement (Boon van Loon) or equalization. Advise your clients based on substantiated results regarding entitlements and the capital to be transferred.
Special partner pension
Each division method results in a different situation in the event of the death of the client or ex-partner after the divorce. Separation visualizes this perfectly.
Retirement Planning
Separation automatically highlights the decline in pension, including various solutions to address the resulting shortfall.
All demographics
Separation is applicable to everyone. Whether it’s a marriage or a registered partnership, for a DMA, entrepreneur, self-employed professional (ZPP’er), or a private individual.
Powerful reports
The application is of course equipped with powerful and clear reports. You have a concise report for the client, and a detailed report for you as the advisor.
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