Updated 05/02/2025
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PEPP ToolDelegated Regulation 2021/473
ANNEX II

ANNEX II - Delegated Regulation 2021/473

ANNEX II

TEMPLATE FOR THE PEPP BENEFIT STATEMENT

Part I. Instructions for filling in the template for the PEPP Benefit Statement

1.

 PEPP providers shall comply with the section order, titles and presentation tools or charts and icons set out in the template, which however does not fix parameters regarding the length of individual sections and the placing of page breaks.

2.

 In the template, PEPP providers may include a QR code linking to the electronic version of the PEPP Benefit Statement and may add the PEPP provider’s corporate branding or logo.

3.

 Under the title ‘What will I receive when I retire?’, the PEPP provider shall present the outcomes of the following scenarios:

(a)

the unfavourable scenario under the category ‘if the investments perform poorly’;

(b)

the best estimate scenario under the category ‘if the investments have medium success’;

(c)

the favourable scenario under the category ‘if the investments perform very well’.

Part II. Template

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