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 Leipzig & Mallorca 

Retirement plan

Statement of Work:

Our Retirement plan strategy simulates your future in retirement age. To take into account all entitlements as well as your personal cost of living in retirement. The simulation is carried out with various life expectancy and inflation scenarios. Based on this, a possible pension gap is determined and the cash value required to close it is calculated. As a result, solutions for closing the pension gap are calculated on the basis of personal requirements and tax requirements and simulated according to profitability, providing you with an individual and accurate roadmap for your private retirement provision.

What is the procedure?

  • We record all possible entitlements and assets together
  • You define your situation in retirement (required liquidity, life expectancy, inflation trend, income trend, etc.)
  • We determine your individual opportunity/risk profile
  • We adapt your profile to your needs
  • We simulate your situation at retirement age and jointly define the strategy
  • You are provided with a roadmap for implementation If you wish, you can implement the strategy together with us by means of commission-free and highly efficient retirement provision products.

What benefits do you get from a retirement plan?

  • You know exactly what your situation will be in retirement as things currently stand. You will learn what measures you need to take now to close any pension gaps.
  • You will learn which pension concepts (Rürup, GRV, Riester, bAV, private pension) are the most efficient for you and which ones are even possible for you.
  • You have a personal and individual roadmap to retirement age that you can follow to reach your personal goal.
  • Your retirement provision is implemented with highly efficient and cost-effective solutions
Retirement provision

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