Long-Term Support
Your pension partner for every stage of life
Pension planning is an ongoing process
A one-time pension consultation is a good start – but retirement provision is a topic that changes along with your life. Job changes, salary increases, marriage, children, divorce, inheritances – all of this affects your pension strategy.
With our long-term support, we ensure your pension provision is always optimally aligned with your current situation.
Why long-term support pays off
Personal point of contact
You have a dedicated advisor who knows your situation and is available for all questions.
Annual reviews
Once a year, we review your pension situation together and adjust the strategy.
Proactive optimization
We actively inform you about new opportunities and relevant changes.
Documentation
Complete documentation of all decisions and measures over the years.
Fast response
In the event of life changes, we immediately analyze the impact and recommend adjustments.
Long-term optimization
Small optimizations add up to major benefits over the years.
In-depth knowledge
What does long-term support include?
Our long-term support includes: an annual review meeting to check your situation, availability throughout the year for questions and life changes, and proactive information about relevant changes.
You have a dedicated point of contact who knows your history and supports you over the years.
Annual review meetings
Once a year, we meet for a structured review. We discuss: What has changed over the last year? How have your pension components developed? What measures are due this year?
The meeting typically lasts 60-90 minutes and results in a clear action plan for the coming year.
Responding to life changes
Life holds surprises in store. For major changes, we reach out to you, or you reach out to us.
Typical occasions include: job change or promotion, marriage or divorce, birth of children, buying property, inheritance or gifts. We analyze the impact and recommend necessary adjustments.
Support during retirement
Our support doesn't end with retirement – quite the opposite. Especially in the first years of retirement, there are many decisions to make: How do I structure my withdrawals? How do I adjust my investment strategy?
We support you during this phase too, ensuring your wealth lasts well into old age.
Avoid common mistakes
These are the mistakes we see most often in practice
Treating a one-time consultation as sufficient
Without regular review, gaps and missed opportunities arise from life changes.
Not reporting life changes
A job change or marriage affects your pension provision. Without adjustment, the strategy becomes suboptimal.
Missing annual optimizations
Pillar 3a not fully used, pension fund buy-in forgotten – every year counts in building wealth.
Overlooking legal changes
New opportunities or changed rules can affect your strategy. Stay informed.
Checklist: your next steps
What you can do right now
Frequently asked questions about Long-Term Support
Answers to the most important questions
Related topics
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Pension planning isn't a one-time event
We support you long-term and adjust your strategy as life changes.
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