Legally compliant solution for company pension portfolio management

Employers must observe legal requirements for a successful company pension scheme. Providers offering company pension plans should take these requirements into account in order to provide adequate support for their customers (employers) and protect them from liability risks.

The following points, among others, are important for successful company pension portfolio management:

• Employer obligation to provide information
• Obligations in the event of an employee’s premature departure
• Determination of the amount of the pension benefit to be paid
• Tax and contribution-related treatment of the company pension scheme in the event of a benefit claim
• Obligation to carry out an adaptation test

in|sure CollPhir allows you to map the life cycle of a labour law commitment and the associated business processes from the entitlement to benefits to the performance phase in compliance with the law.

• Management of several implementation paths in one system
• Separate management and administration of the labour law commitment and the financing of a commitment
• Parametrised management of various pension plans/products (insurance and non-insurance)
• Can be integrated into existing IT landscapes
• Digital communication: service portal for employees and employer portal for browser-based contract management

Our standardised questionnaire provides us with a quick overview of your initial situation. We use this as a basis for presenting our software to you. Get in touch with us!