Comparison of vested benefits Comparison of vested benefits

Are you still looking for the right vested benefits account or do you already have a provider and want to compare? With frankly, you can get more out of your vested benefits.

Compare the fees and performance of vested benefits products with frankly’s investment products now.

How do I open or transfer a vested benefits account?

  1. 1 Register for frankly online and open your frankly vested benefits account, including your preferred strategy.
  2. 2 Click on the “transfer to frankly” tile in the frankly start screen. Simply select your current pension provider from which you would like to transfer your vested benefits assets to frankly.
  3. 3 Enter your contract number from your current provider. If you don’t have them to hand right now, you can just skip this step. The same applies to your social security number.
  4. 4 Now you can choose whether you would like to receive the PDF by post (including a prepaid envelope) or whether you would like to download and print it yourself.
  5. 5 Important: Check your information again, sign the form and send the transfer order to your current pension provider as soon as possible.

If you are leaving the pension fund:

If you are leaving the pension fund:

If you are leaving a pension fund, take the opportunity to split your assets between two accounts. This allows you to gradually withdraw your assets from the 2nd pillar in your old age and pay less in tax. Please note that it is not possible to split these assets at a later date.

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