Given the uncertainties related to the current public pension context, building a private supplementary pension year after year becomes necessary: the choice of the best solution should be entrusted to a specialized professional like the independent financial advisor.

Taking into account the real needs of the client, the independent financial advisor formulates a pension income hypothesis and designs a customized supplementary pension plan: actions carried out through the analysis of pension products in the client’s portfolio and the concurrent search for the most effective tools to supplement the public pension.