In a wealth cycle, a change of employer, a move abroad, early retirement or the choice of pension annuities or a lump sum are specific events which need to be anticipated and prepared for.
We help you to set up a retirement plan that is personalised or suited to your professional context, in order to capitalise your private pension savings.
Review of provisions for retirement and analysis of financial levers
Proposals of management solutions subject to OPP2 constraints
for pillar 3 or in the case of vested benefits. See our Lemania offer
Analysis of the pillar 1, 2 and 3 tax impact
in the event of a change in professional status
Assistance in structuring your pension fund
Solutions for plan 1e requirements. See our Lemania offer