Fixed Income

Nederlands pensioenakkoord heeft grote beleggingsimplicaties

  • 02 July 2020
  • 3min read

Het pensioenakkoord heeft verstrekkende gevolgen voor het beleggingsbeleid van Nederlandse pensioenfondsen en kan leiden tot een verschuiving van circa €500 miljard aan pensioenvermogen.

Dit blijkt uit doorrekeningen van het voorliggende pensioenakkoord door AXA Investment Managers. De Franse assetmanager organiseerde dinsdag een online media roundtable over de beleggingsimplicaties van de voorgestelde stelselherziening voor de Nederlandse pensioensector, met €1,5 biljoen aan belegd vermogen de grootste pensioenmarkt binnen de Europese Unie.

Patrick Fey, vicevoorzitter van vakbond CNV, zegt dat het stelsel wel op de helling moest. ‘Er was grote onvrede onder deelnemers.’ Die zagen afgelopen jaren niets terug van de groei van het pensioenvermogen, omdat de verplichtingen als gevolg van de lage kapitaalmarktrente bijkans nog harder stegen. Onder de nieuwe deal krijgen enerzijds jongeren volgens hem beter perspectief op een goed pensioen, terwijl anderzijds ouderen hun kans op indexatie zien toenemen.

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