Pension Fund Hospitality & Catering: tax return

05-03-2018

Are you filing your tax return for 2017 soon? Then you might need your pension growth (factor A). You can find this on your Uniform Pension Overview (UPO) 2017. You received this overview from us last summer.

Where can you find your factor A?

Factor A represents the growth (A) of your pension in a calendar year. Your pension growth shows how much more you will receive each year upon retirement compared to the previous year. The amount of factor A is important if you have not yet reached the state pension age and want to save additionally for extra pension. Or if you are already saving extra (with, for example, an annuity policy) and are completing your tax return. With factor A, you can check whether all tax allowances have been utilised. The amount of your factor A is on your UPO 2017. You can find your UPO 2017 in your personal area on www.mijnphenc.nl under 'Archive/documents'. Log in with your DigiD. Your factor A is on the last page of the UPO.

Are you retired but worked in 2017 in hospitality or catering or are you still working in the sector? Then you can find your UPO 2017 in your personal area on www.mijnphenc.nl/gepensioneerd under 'Archive/documents'. Log in with your DigiD.

Note: For the tax return, you need the factor A for the previous year. For the tax return for 2017, you need the factor A for the year 2016. This is on the UPO you received in 2017.

Have you received pension overviews from different pension providers?

Then add up all the amounts of factor A on these pension overviews.