How often do I get new advice?

Lifeplan will notify you by email when we see that improvements can be made. For example, if you have been recommended a portfolio with 10% exposure to Japan and this holding has developed so quickly that your portfolio now consists of 15% Japan, we will give you new advice. Likewise if a better fund has become eligible within your pension insurance or if your personal circumstances have changed. New advice usually comes 1-3 times a year. If you do not receive new advice, you can trust that your pension capital is well invested, provided you have followed the previous advice we have given you.

However, if for some reason you have logged in and retrieved a new advice initiated by yourself, we will assume that you do not need further advice from us. So it takes a little longer before you can get advice directly from us next time.