New pension plan

  • One point of contact for the entire implementation
  • Clear process steps
  • You will be kept well informed of the status

Need help? Contact us

Nederlandse versie

A new pension scheme at Nationale-Nederlanden: how does it work?

We want to make the transition to the pension scheme as smooth as possible for you and your employees. On this page, you will find step-by-step plans that contain information about the client investigation that we carry out before the agreement is reached. We are happy to work with you to set up the pension scheme properly. Below you will find practical information about the implementation of the scheme.

Step 1: Provide additional information

Upon agreement on the offer, we ask you to provide additional information. For example, we need a signed execution agreement, a signed UBO declaration, and an extract from the Chamber of Commerce.

View all additional data that may be required

To enter into a new agreement, 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.
  • A fully completed list of participants (including email addresses).
  • 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.Signed execution agreement (Dutch version) by the authorized signatory(ies) according to the Chamber of Commerce.

Step 2: Implementation

Once all the necessary information is available, we will implement the pension scheme in our administration. We will also arrange the personal online portals for you and your employees.

Step 3: Employer Portal Access

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

Step 4: Employee Portal Access

Employees will receive a welcome email to go to mijn.nn to view the pension scheme mijn.nn Inkomen Later. Here they can see the expected income for later. They can also view various choices for their pension here. They can make choices and changes directly through the online environment.

View more information about mijn.nn Inkomen Later (in Dutch)

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? And did you already have a pension scheme with another pension provider before this? Then you will not be using the transitional act. This will require additional communication with your employees.

  • As an employer, you are required to prepare a 'transition plan' and submit it to
    us. In this plan, your employees can read 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 switching to a pension
    scheme based on the new rules. In our additional step-by-step plan, you can see
    how we do this.

Do you need help with switching? We are happy to assist you!

Please contact your own advisor. For general questions, please use the contact options below:

Contact form

Select the option 'pension for your employees' as the subject

Go to contact form (in Dutch)

Phone contact

Available Monday to Friday from 9:00 AM to 5:00 PM

010 513 02 80