News

Vested benefits

Lump-sum payment: important change in the law from 2024

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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%!

Pension asset 3a

Investments

Dynamic risk management

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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.

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Interesting facts