Occupational pension advice is a matter of trust
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Search results for: Pension advice
Legal advice for your private pension provision
Private pension provision and its pitfalls Anyone who wants to take out insurance for old age cannot afford to ignore a private pension plan today. The standard of living with the statutory pension in the future is doubtful. A well thought-out concept for a private pension scheme is therefore equally important for self-employed and employees. […]
Inheritance and pension law: Your lawyer for competent advice in Munich
Inheritance law: Advice and support on inheritance The subject of inheritance and bequeathing is as old as mankind itself and the subject Erbrecht is an extremely sensitive and complex area. Only a few people deal extensively with the subject of bequests during their lifetime and often leave their heirs more trouble than assets. Everybody knows […]
Riester pension via LBS inadequate advice
We were attended to quickly and very pleasantly. Just the name of Mr. Mentioning Fiala got the leadership moving. What seemed impossible before representation has become a thing of the past. It didn’t even happen that Mr. Fiala actually had to pick up the pen. Admittedly an ideal case, but nevertheless without the possibility of […]
Rürup pension: Frequent false advice from brokers
– When incomplete advice enables the complete reversal – The OLG Saarbrücken (judgement of 26.02.2014, file no. 5 U 64/13) decided that the insurance broker has to point out the differences between the Rürup or basic pension and other models of a flexible private pension (already: OLG Stuttgart, in: VersR 2007, 1069). For example, information […]
Errors in advice on the tax savings model for the Rürup pension
Why the mediation of the basic pension almost certainly leads to the liability of the intermediary. The Rürup pension was sold millions of times as a tax-saving model. As a matter of course, savings by paying insurance premiums in the savings phase are then precalculated by the agent or broker. However, if documentation has […]
Basic pension as a permanent danger of misadvice?
The basic pension is sold by the millions as a tax-saving model. Where documentation is provided at all, however, it is not uncommon for it to lack references to tax burdens in old age, which are precisely when the standard of living is noticeably lowered. This year, up to 22,766.40 euros in contributions can be […]
The Rürup pension – customers receive millions of false advices
Disadvantageous tax burden in old age is not mentioned The Rürup pension was sold millions of times as a tax-saving model. As a matter of course, savings by paying insurance premiums in the savings phase are then precalculated by the agent or broker. However, if documentation has been prepared at all, it often lacks the […]
In focus: Liability traps for lawyers and tax advisors in connection with advice on occupational pension schemes
Insolvency risks – Authority to provide legal services – Insurance cover Occupational pensions are an important component of retirement provision. They obtain their complex position in the German legal system through the interdisciplinary interaction of the most diverse fields of law, which can easily become a liability trap for legal and tax advisors; the numerous […]
Insolvency resistance of company pension schemes Tax consultants are liable for incorrect advice
Numerous rulings indicate how easily tax advisors can be held liable in connection with advice on occupational pension schemes (bAV). One of the key issues in advising business managers is the insolvency-proof nature of the provision – it is precisely on this point that insurance sales spread numerous legal inaccuracies. Therefore, typical liability traps and […]
