News
Vested benefits
Lump-sum payment: important change in the law from 2024
Read more...
Vested benefits
Lump-sum payment: important change in the law from 2024
With the OASI 21 reform, an amendment to the law will come into force on 1 January 2024:
Deferring payment of vested benefits will now only be possible for persons who continue to work after retirement.
The legislator has, however, granted insured persons a transition period:
Those reaching their statutory retirement age (now: reference age) between 2024 and 2029 may still defer payment of their vested benefits, even if they are no longer in gainful employment – however, this rule will apply for a maximum period of five years or until the end of the transition period on 31 December 2029 at the latest.
Pension asset 3a
Increase in the savings interest rate
Saving for retirement is becoming even more attractive: from 1 February 2024, the interest rate on savings in Tellco Pension solutions 3a accounts will be increased to 1.60%!
Investments
Dynamic risk management
Read more...
Investments
Dynamic risk management
In times of significant market turbulence, pension funds need alternative investment strategies, in particular to safeguard the coverage ratio and thus prevent underfunding and restructuring obligations.
For this purpose, our investment team around Marco Quadri relies on dynamic risk management, which more than proved its worth in the turbulent year 2022, for example.
Discover what is involved and how it works in the fascinating article in the AGEFI journal.