Retirement provision and capital investment
“There is never a bad time to start saving for old age. It’s only bad if you don’t start!”
Christopher Langer
The issue of old-age provision is becoming increasingly important in our society. Demographic change, inflation and the need to adjust our statutory pension insurance are just a few of the aspects that have a direct impact on the specific need for retirement provision in Germany.
We can help you determine the right pension plan for you. Regardless of whether it is your personal pension plan or the occupational pension plan for your company’s employees.
However, as pension provision does not necessarily only relate to retirement, we are of course also available to help you invest your capital assets in line with your needs.
Our service
Advice — Mediation — Contract management
Basic pension insurance (Rürup — layer 1)
Private pension insurance (layer 3)
Company pensions (layer 2)
Immediate annuities (layer 3)
The solutions we propose are always considered holistically. In doing so, we take into account all tax and social security funding options as well as advantageous arrangements with regard to inheritance and gift tax law.
Contact us
Talk to us: We will be happy to help you with the implementation of your retirement provision or capital investment.
We will usually get back to you within 24 hours if your request is received on a working day. We look forward to hearing from you!