Payout plan
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Invest your money wisely and ensure financial self-determination in your well-earned retirement by choosing a payout plan, a regular income solution or life annuity insurance.
A payout plan allows you to convert the capital you have built up into regular payments during retirement – much like an additional pension. This gives you a predictable source of supplementary income while allowing you to retain control over your assets.
A life annuity within non-tax qualified pension provision is a private retirement solution in which you pay a lump sum into an insurance policy and, in return, receive regular payments for the rest of your life. This provides a predictable source of additional income throughout retirement, regardless of how long you live. You can choose when you would like your annuity payments to begin.
You invest a lump sum in an income-distributing investment solution and receive attractive, tax-efficient distributions that provide additional income you can use freely. At the same time, your invested capital retains the potential for long-term growth.
We provide comprehensive advice tailored to your goals at a place of your choice.