Pension benefit statement
Your personal pension benefits statement shows you the benefits included in your cover.
A statement is emailed to you automatically twice a year, at the end of January and April. In the interim, your latest statement remains applicable unless your salary, degree of employment or marital status changes or you make a buy-in.
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Your pension benefits statement shows you the contribution category and the corresponding amounts you and your employer are paying.
The statement also details the leaving benefits from the Pension Plan, the ER account and the Capital Plan. Moreover, it shows the projected retirement savings capital at age 58–65 with the corresponding projected retirement and survivors' pensions for the survivors' pension option selected.The statement also shows your insured benefits from the Capital Plan, such as
Savings capital (earning interest and/or value of UBS AST2 EA – Kapital Plus 2019 units)
Risk capital payable from the Capital Plan in the event of death or disability
You can also find information on the maximum buy-in amount that is still possible for the Pension Plan, the ER account and the Capital Plan. In the below example you can find a detailed explanation of the pension benefits statement.