Extended pension plan : NN

Extending with Nationale-Nederlanden: how does it work?

We are happy to work on getting your pension plan in order. On this page, you will find the steps to implement the pension plan, as well as more information about the client investigation we conduct before the agreement is reached.

Step 1: Providing additional information

Once the quote has been approved, we will ask you to provide additional information. For example, we need a signed implementation agreement, a signed UBO declaration, and a Chamber of Commerce extract.

View all additional information that may be required

To enter into a new agreement again, we must first successfully complete the client investigation with a positive result. After providing all the information and documents, we will begin checking the data to assess whether the agreement can be reached. Please send the following information to your advisor. He will forward the information to the client investigation team at Nationale-Nederlanden via adviseur.nn.nl.

Copy of ID card of the signatory(s) of the agreement and UBO declaration.
Fully completed and signed certified UBO declaration (UBO-NL or UBO-ENG) by the authorized signatory(ies) according to the Chamber of Commerce. Alternatively, a Statement of Senior Management of Listed Companies (VSM-NL or VSM-ENG).
An extract from the UBO register.

IBAN of the contracting party.

In case of separate invoice groups: IBAN of the affiliated companies.

We need the following information to implement your pension scheme. Please send them to your advisor. He will share the information with his contactperson at Nationale-Nederlanden.

Signed execution agreement (Dutch version) by the authorized signatory(ies) according to the Chamber of Commerce.
Confirmation by email that all changes up to the renewal date have been communicated to us via Mijn NN Zakelijk.
Do you use salary package links or Benefits Plaza? Please let us know.
For a DGA: The addition to the Pension for the director-major shareholder agreement, signed by the DGA and his/her partner if applicable.
In case of CORV: Filled in and signed Collective Life Insurance Contract.
In case of transition to PPP Wtp flat rate premium: The Transition Plan for the Pension Future Act.

Step 2: Implementation

Once all necessary information has been received, we will implement the pension plan in our administration. We will also arrange the personal online portals for you and your employees.

Step 3: Access to the employer portal

Once the pension plan has been set up in the administration, you will receive an email confirmation within two weeks that your personal online environment Mijn NN Zakelijk is ready for you. If your advisor manages your pension plan, he/she will see your pension plan in his/her personal online environment at adviseur.nn.nl.

Step 4: Access to the employee portal

Employees will receive a welcome email to go to mijn.nn to view the pension plan on Inkomen Later. Here, they will gain insight into expected incomes for later. They will also be able to view various choices for their pension plan. Choices and changes can be made directly through the online environment.

Learn more about mijn.nn Inkomen Later (in Dutch)

Let's get started!

You are now ready to get started on your own.

Personal Pension Plan Wtp with flat premium

Have you chosen Personal Pension Plan Wtp with a flat premium? Then you will transition to a pension plan according to the new rules of the Pension Future Act (Wtp). There are a number of additional legal obligations that apply.

As an employer, you are required to prepare a 'transition plan' and provide it to us. In this plan, your employees will receive an explanation of the choices you make for the new pension plan, what happens to previously accrued pensions, and why there is a balanced transition to the Wtp scheme. Your advisor can tell you more about this. As an executor, we are obliged to make your transition plan available online to your employees.
Your employees will receive additional information when transitioning to a pension plan according to the new rules. In our additional step-by-step plan, you can see an overview of how we do this.